Mother kissing her smiling son in a wheelchair, showcasing love and care for a disabled loved one, reflecting themes of family support and financial planning for special needs.

How to Save for a Disabled Loved One

Planning ahead financially for a family member with special needs can be difficult. As an adult with special needs, if you have more than $2,000 in savings, you can potentially lose out on Supplemental Security Income (SSI) benefits and Medicaid. We know this is not a lot of money, so let us share some ways you can save for your disabled loved one while protecting their future eligibility for benefits.
Woman writing on paper with a blue pen, symbolizing the importance of disability documents in estate planning for family protection.

Disability Documents

A huge part of making sure that your family is protected in the event of the unexpected involves having a proper estate plan in place.