2018 Update on Special Needs Planning Seminar Handouts (PDF)

What My Family Should Know (PDF)

Introduction to Special Needs Trusts (PDF)

Comparison of 3 Social Security Programs (PDF)

Estate Planning Questionnaire (Single) (PDF)

Estate Planning Questionnaire (Unmarried) (PDF)

1. What’s the difference between Medicare and Medicaid?

The U.S. Department of Health and Human Services explains the difference between the two and provides additional resources.

2. Where do I find information on financial education?

MyMoney.gov: The U.S. government’s website is dedicated to teaching all Americans the basics about financial education.

3. Where can I find help paying for my prescriptions and/or medical care?

Benefits Check-Up: A service of the National Council on the Aging, helps people over the age of 55 find federal, state, and local public and private programs that may pay for some of their medical care and/or prescription costs.

4. Where can I find free or reduced-cost health care facilities?

Hill-Burton Free and Reduced-Cost Health Care: In 1946, Congress passed a law that gave hospitals, nursing homes and other health facilities grants and loans for construction and modernization. In return, they agreed to provide a reasonable volume of services to persons unable to pay and to make their services available to all persons residing in the facility’s area. The program stopped providing funds in 1997, but about 200 health care facilities nationwide are still obligated to provide free or reduced-cost care.

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