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Trust Matters Newsletter

Social Security Cost-of-Living Adjustment (COLA) Information for 2023

Social Security Cost-of-Living Adjustment (COLA) Information for 2023

In December 2022, Social Security COLA notices will be available online to most beneficiaries in the Message Center of their my Social Security account. This is a secure, convenient way to receive COLA notices online and save the message for later.

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Achieva Family Trust Recognizes Two Monthly Observances for October

Achieva Family Trust Recognizes Two Monthly Observances for October

National Special Needs Law Month and National Disability Employment Awareness Month

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Feds Seek To Remove Medicaid Barriers For Those With Disabilities

Feds Seek To Remove Medicaid Barriers For Those With Disabilities

The Centers for Medicare and Medicaid Services is proposing a new rule designed to simplify the application and verification processes for people seeking coverage through Medicaid and the Children's Health Insurance Program known as CHIP.

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August is ABLE to Save Month

August is ABLE to Save Month

At Achieva Family Trust, we continue to promote the availability and benefits of ABLE accounts as another option for people with disabilities to save for the future. We have many trust beneficiaries who utilize ABLE accounts in conjunction with their Special Needs Trust.

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Social Security, SSI Benefits Expected To Increase Significantly

Social Security, SSI Benefits Expected To Increase Significantly

Social Security and Supplemental Security Income beneficiaries could see their monthly payments rise again next year by the largest amount in decades, experts say.

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Amazing Ava Continues to Shine

Amazing Ava Continues to Shine

Two years ago, in June of 2020, we introduced you to Ava Allenberg, Amazing Ava as she is called by many. Ava loves to dance! Since Ava started dancing in the fall of 2019, she has inspired a handful of others to start dancing and to express themselves in ways that make them shine.

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May is National Mental Health Awareness Month

May is National Mental Health Awareness Month

Our caring staff of Trust Administrators and Regional Trust Liaisons all have significant experience in the social service field, including supporting people with Intellectual/Developmental Disabilities, Physical Disabilities, and Mental Health diagnoses.

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New Online Tool to Get Started Applying for SSI

New Online Tool to Get Started Applying for SSI

Social Security Administration (SSA) has just released a new online tool to allow individuals to notify SSA that they want to apply for Supplemental Security Income (SSI). It can be found on the SSA website, www.SSA.gov.

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March is National Disability Awareness Month

March is National Disability Awareness Month

Every March, the National Association of Councils on Developmental Disabilities (NACDD) and its partners collaborate to observe Developmental Disabilities Awareness Month (DDAM).

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Achieva Family Trust Employment Benefits Counseling Program

Achieva Family Trust Employment Benefits Counseling Program

If you are concerned about how your employment income may affect your government benefits, we can help. Discover how Achieva Family Trust Employment Benefits Counseling Program can assist you to achieve your employment goals.

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IRS Raises Limit For ABLE Accounts

IRS Raises Limit For ABLE Accounts

For the first time in four years, the amount of money that people with disabilities can save without jeopardizing eligibility for government benefits is rising. Starting this month, the Internal Revenue Service said that the federal gift tax exclusion is growing from $15,000 to $16,000 annually.

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Reflections on 2021

Reflections on 2021

As we continue with our preparations for celebrating the holiday season, I want to take a look back at 2021 before we close the door on it and welcome in 2022.

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Social Security, SSI Benefits Set To Increase

Social Security, SSI Benefits Set To Increase

People with disabilities receiving Supplemental Security Income and other Social Security benefits are set to see the biggest rise in their monthly payments since 1982. The change is the result of an automatic cost-of-living adjustment, or COLA, which is tied to inflation.

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October is National Special Needs Law Month

October is National Special Needs Law Month

The National Academy of Elder Law Attorneys has designated October as "National Special Needs Law Month." In honor of National Special Needs Law Month, Achieva Family Trust would like to take this opportunity to remind readers of the importance of future planning for individuals with disabilities.

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