special needs estate planning – Dyer Bregman & Ferris, PLLC

What’s The Difference Between ABLE Accounts And Special Needs Trusts In Arizona?

What sets ABLE accounts apart from special needs trusts is how they assist individuals with disabilities in handling finances while preserving crucial benefits. ABLE accounts allow individuals to save up to an annual limit, and funds grow tax-free for qualified expenses, including education, healthcare, and housing. Special needs trusts can hold much more, even [...]

How Can You Protect A Loved One With Special Needs In Arizona?

Special needs planning in Arizona is about laying the groundwork for individuals with disabilities to navigate finances, care, and daily life with dignity and security. Families often rely on trusts, benefits planning, and knowledgeable legal guidance to protect assets while ensuring their loved one continues receiving essential government assistance. Arizona’s laws governing special needs [...]