Below are some helpful articles and links to help you in your futures planning.
| Recent News From Key Bank, Trustee
It is clear that the coronavirus outbreak has caused global growth to suffer and for worldwide equity markets to fall dramatically in recent days. Economic data in the United States has remained largely positive until now. Please watch a recorded presentation with Key Private Bank Chief Investment Officer, George Mateyo, and Managing Director of Equity and Fixed Income Research, Stephen Hoedt, as they review the economic and market impacts of the coronavirus and our current investment approach.
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Futures Planning and Trusts A Family Handbook on Future Planning Sharon Davis, Ph.D., Editor (2003) The Arc of the United States and the Rehabilitation Research and Training Center on Aging with Developmental Disabilities, Department of Disability and Human Development, College of Applied Health Sciences, University of Illinois at Chicago Corporate Fiduciaries Are Shying Away From Special Needs Trusts The Arc’s Special Needs Trust Program is well-established, managed by experts in the disability field, with Key Private Bank as the trustee and fiduciary. We are committed to providing reliable professional services.” A Futures and Estate Planning Guide for Families of Children and Adults with Disabilities The Arc National: Futures Planning Should You Get a Special Needs Trust for Your Child? Naming a Special Needs Trust as Beneficiary for Your IRA or Retirement Plan A Wake Up Call For Professional Trustees and Parents
Child Support Continuation of Child Support for Severely and Permanently Disabled Adult Children
Dental Resources
Government Benefits Social Security Administration Supplemental Security Income Supplemental Security Income (SSI) is a Federal income supplement program funded by general tax revenues (not Social Security taxes). It is designed to help aged, blind, and disabled people, who have little or no income; and it provides cash to meet basic needs for food, clothing, and shelter. Social Security and SSI for People with I/DD and Their Families 2020 Social Security Fact Sheet Checklist for Applying for SSI and SSDI Help for Representative Payees and VA Fiduciaries Applying-For-Medical-Assistance Medicaid and Medicare Dual Eligibility
Housing DDS_Independent Housing Information A Consumer’s Guide to Homesharing Home Repair for Elderly Program for Elderly and Disabled Adults Roommate Agreement TEMPLATE 1 for SSI Application
Financial Planning Key Bank Financial Wellness Topics
Legal Representation
Military Families Military Survivor Benefits Program
Transportation Paratransit & Transit Accessibility Service Source Transportation Program
Other Information Northern Virginia Funeral Costs Virginia Department of Social Services – Burial Funds |