Lili Vassileff was the featured presenter on a recent webinar for the Financial Planning Association. Her presentation, “Divorce and Your Finances” covered topics including; legal options for divorce, key financial issues, 10 important considerations, and 12 key financial mistakes to avoid in divorce. The full webinar can be viewed online at:
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ABLE Account vs. Special Needs Trust (SNT)
ABLE accounts and SNTs are complementary tools — ABLE offers quick, tax advantaged access to $19,000/year for disability related expenses, while SNTs protect larger assets and cover supplemental needs without affecting Medicaid or SSI eligibility.
March 4, 2026
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