True Link Resource Center
Housing for Adult Beneficiaries of Special Needs Trusts: Know Your Options
Where we live can have a huge impact on our quality of life. That’s why helping individuals with disabilities secure the right housing...
Establishing a Budget for a Special Needs Trust
For people administering a Special Needs Trust, creating a budget for expenses is an important part of developing a person-centered financial plan...
True Link Grant Promotes Best Practices in Person-Centered Support
For years, True Link has been on a mission to empower guardians, conservators, and fiduciaries as they support their clients’ independence and well-being...
Caregiver Hiring 101: What to Consider When Paying a Caregiver from a Trust
When you are responsible for the care of an individual with disabilities, finding, hiring, and managing in-home caregivers is among the more complex aspects...
What you Need to Know about Supported Decision-Making
When you are caring for or supporting someone with a disability, you want to protect them from harm while helping them live their best life possible...
ABLE Account or Special Needs Trust: Key Considerations for Fiduciaries
For decades, professionals serving people with disabilities have turned to Special Needs Trusts to help their clients save money and help protect benefits ...
Benefits of Using True Link Visa® Prepaid Cards for Older Adults
As the "baby boomers" continue to age, millions of Americans will need the support of loved ones and professionals to manage day-to-day responsibilities ...
PSNT Whitepaper: Trends and Innovations in the PSNT World
Across Pooled Special Needs Trust (PSNT) organizations, there are diverse approaches to doing the work of trust administration. Paired with this diversity ...
True Link Financial Advisors, LLC Adds Senior Investment Advisor
True Link Financial Advisors, LLC, a financial technology company, today announced that Beth Misak joined the organization’s growing investment division as...
Social Security Beneficiaries See Highest Cost-of-Living Increase in Decades
With the arrival of each new year comes a fresh set of unexpected circumstances. One change that will be welcome news to many is the latest Social Security Cost
How to Approach Person-Centered Financial Planning for SNT Beneficiaries
When helping an individual with disabilities plan for their future, creating a thorough financial plan is essential to beneficiary wellbeing.
What are Special Needs Trusts for? Pros and Cons of SNTs
Many families who care for a loved one with a disability choose to establish a Special Needs Trust (SNT) (also known as a Supplemental Needs Trust or Disability
Tips for Managing Finances for People in Recovery
During recovery, a person with a SUD must learn how to change their thinking and take back control of their life from the addiction.
Answering Questions About True Link's New Look
As a mission-focused company, we are constantly striving to do better and reach more people. This new version of the site was driven by customer insights...
6 Ways the Pandemic Has Impacted Estate Planning — And How to Adapt
When COVID-19 upended the estate planning business, everyone in the industry needed to find ways to adapt. Attorneys and clients alike had to navigate remote...
A Heart for Caring Turned into a Career Serving Beneficiaries and Caregivers
I didn’t think of it that way at the time, but I started being a caregiver when I was 13 years old. My grandpa had a series of strokes and needed a lot of...
How To Advocate for Beneficiaries with Disabilities: Start With Strengths
When I think about my life’s purpose, it can be summed up as this: I am a voice for people with disabilities.
4 Ways to Establish Strong Relationships with Trust Beneficiaries
You never get a second chance at a first impression. True in any business, this saying is especially important when you’re a fiduciary working with trust...
True Link's Latest Funding Round: How We Got Here and Where We're Headed
I’m thrilled to announce that we’ve raised $35 million in two Series B tranches, the first led by Khosla Ventures and the second preemptively led by Centana ...
True Link Financial announces new partnership with Lyft
True Link Financial, a nationwide financial services company that supports the independence and financial well-being of seniors and adults with disabilities...
Why the New SECURE Act Is Good News For Children with Disabilities
The old Kiddie Tax is clarified and IRA benefits can still be stretched out over a lifetime for beneficiaries with a disability. But you need to get up to...
Representative Payees Find Love and Reliable Funds Distribution
Is it possible to fall in love with a Visa prepaid card? One of our representative payee clients did just that. This is their story.
Medicare Fraud Puts Future Benefits at Risk
Yet another example of how older adults and people with disabilities are taken advantage of came roaring into sharp relief this week. The FBI announced the...
2019 Grant to Promote Best Practices in Guardianship | True Link
Annual award recognizes leadership in developing systems and spreading best practices to protect vulnerable Americans
New Increase in Social Security Benefits in The New Year
Did you know that ringing in 2019 coincided with a 2.8 percent increase to monthly Social Security benefits and Supplemental Security Income (SSI) payments?
Regaining a Normal Financial Life is an Essential Part of Recovery
Eight in ten respondents agree that regaining control of one’s finances is among the biggest challenges for people in recovery.
7 Things You Should Know About Alzheimer's Disease
In honor of World Alzheimer’s Month, we’re sharing seven things you should know about the disease and its effect on those who have it and their caretakers.
New True Link Scholarship Promotes Best Practices in Guardianship
For years, the True Link Card has helped guardians, conservators, and fiduciaries support their clients’ independence and protect their budgets.
True Link partners with STABLE, the nation's leading ABLE Act program
True Link Financial is announcing its new partnership to provide True Link Visa®️ Prepaid Cards to STABLE Account holders. STABLE is the leading national ABL...
New Tool for Financial Caregivers to Prevent Fraud
We have good news: The federal government has now made it possible for you to freeze and unfreeze your credit for free. Even better news if you’re a guardian...
The Role of a Professional Guardian: Q&A With a True Link Customer
When seniors discuss their finances with someone else, they are more likely to take steps to protect themselves against financial abuse.
How To Have Difficult Conversations with Aging Parents | True Link
At True Link, we know that tough conversations between seniors and their adult children can be one of the greatest challenges of aging.
The Equifax Breach and Your Financial Safety
It’s not too late to take action on the Equifax breach! A lot of our customers share our concern about this massive breach.
Strategies for Paying Off Student Debt for Older Adults
When most people think about borrowers who are struggling with student debt, they often think of Millennials. But Millennials aren't the only ones burdened...
Why One Financial Executive Left Wall Street for Silicon Valley
George Guerrero has spent his entire career – more than 20 years – working in financial services at some of the top firms in the industry.
Impacts of the DOL Fiduciary Rule & How Advisors Can Adapt
On April 6, 2016, The US Department of Labor released its much debated “Conflict of Interest Rule”, broadening the definition of “investment advice fiduciary...
Retirement Gift Ideas for Parents: Gifts Mom & Dad Actually Want
With the holiday season in full swing, many of us are scrambling to find the perfect gift for everyone on our list.
Giving the Gift of Independence to Your Elderly Loved One | True Link
When you become concerned about an elderly loved one, it is easy to overreact or jump to extreme measures in order to keep them safe. But doing so is often...
Tax Tips for Family Caregivers | True Link
With April around the corner, you may have taxes on the brain – but because Emancipation Day falls on the 15th this year, everyone gets a few extra days to...
Steps To Take When Concerned About an Elderly Loved One
The holidays often reveal signs that aging parents need some extra help as children who live far from their families return home for a visit. That’s why we...
2019 Grant to Promote Best Practices in Guardianship | True Link
Earlier this year, True Link Financial, in collaboration with the Autistic Self Advocacy Network and Quality Trust, created a survey for adults with...
5 Warning Signs That Your Parent Needs Financial Help
With the holidays nearly upon us, it is easy to be consumed with final details and prep for a successful family feast. How will the traffic be on the way to...
A Better Way for Special Needs Trusts to Disburse Funds and Protect Benefits Eligibility
Special needs trusts (SNTs) are an essential financial tool for individuals with disabilities and their families.
How Loss of Independence Impacts Older Adult's Health & Well-Being
A growing portion of our country’s population – the eldest – is quietly suffering because of the independence they have lost.
3 Common Scams Followings Natural Disasters (and How To Avoid Them)
When tornados, floods, hurricanes and other natural disasters hit, the scammers are usually quick to follow. Waiting to target people when they’re most...
How Michelle's Mom Became a Victim of Elder Financial Abuse | True Link
You see the headlines about terrible scams, you read the research about elder financial abuse, but still you hope that it won’t happen to someone you love.
True Link Card Featured by Fox News as Senior-Friendly Tech
This week, FoxNews.com released a list of technology seniors are using to stay better in touch with their families, make their lives easier, and stay safe.
Elder Abuse Research by True Link in Forbes and Huffington Post
Last week, we released The True Link Report on Elder Financial Abuse 2015 that found seniors are losing $36.48 billion annually to fraud, scams, and...
True Link Releases Elder Financial Abuse Findings
When we founded True Link, we had a vision of helping millions of families protect their elderly loved ones from fraud and financial exploitation. We knew...
How To Work with Siblings to Care for an Aging Parent
Can’t we all just get along? If you’re having trouble working with siblings to care for an elderly parent, you may be asking yourself this question.
What To Do After You Hire a Caregiver For Your Parent
You’ve heard the horror stories. An at-home caregiver requests a $100 check “just this once” everyday for months; mom suffers from dementia and doesn’t...
6 Alternatives to Retirement Communities for Seniors
Independent living community, retirement home, assisted living facility – whatever you call it, your aging parents may not be ready to give up their...
5 Ways to Stop Telemarketing Harassment of Mom and Dad
It’s safe to say that very few of us enjoy receiving solicitations over the phone. In fact, according to a recent study published by the Federal Trade...
What Your Loved Ones Need to Know About the "Grandparent Scam"
It usually happens in the middle of the night or early hours of the morning. Your mom wakes up to the sound of the phone ringing and decides to answer it.
Dementia and Credit Cards: Creating a Plan of Attack
When a parent or loved one gets diagnosed with Alzheimer’s or another type of dementia, you know that there’s a series of hard conversations to be had.