If you are involved in the drafting of trust documents, you have likely considered – or been asked directly – whether you, as the drafting attorney, can act...
As the parent or loved one of a person with disabilities, you may have heard of ABLE Accounts which were introduced...
If you’re a professional fiduciary or trustee, developing respectful and productive relationships with your clients is advantageous for both you and the...
Rep payees play a critical role in helping individuals use their Social Security or Supplemental Security Income (SSI) benefits to meet their essential...
For years, True Link has been on a mission to empower guardians, conservators, and fiduciaries as they support their clients’ independence and well-being...
Saving for retirement is about more than just planning for one person’s future – for many of your clients, passing on retirement savings is also an important...
Selecting a professional trustee for a Special Needs Trust (SNT) is an important step in the estate planning process – and you want to get it right...
When making decisions about the health and wellbeing of older adults, there is often a tension between safety and independence...
It makes sense to focus on the early stages of estate planning when you’re first setting up a trust for a loved one. But before you put the pen to paper...
When establishing a Special Needs Trust (SNT) for someone with disabilities, one of the first decisions you need to make is who will act as trustee...
We are honored that so many fiduciaries, professional trustees, nonprofit organizations, and family members have chosen to work with True Link Financial...
If you’re the parent of a child with a disability, providing for their future is one of your top priorities. You may also be planning to apply for...
Telemarketing is big business for scammers. Nearly 60 million people – 1 out of every 6 Americans – lost money to phone scams in 2021 with losses averaging...
Running a Representative Payee program often means juggling a lot of responsibilities and urgent tasks with a finite budget and a limited staff. Read more...
There’s a lot to keep track of when it comes to managing funds for individual and pooled trust beneficiaries. Learn more...
This article is a summary of takeaways from last month’s representative payee networking event featuring guest expert Ali Tabatabai, President and CEO of New Le
Instances of telemarketing fraud aren’t one size fits all. But even though scammers may use different reasons to try and get your personal information and...
When you’re managing a trust, you want to work with an investment advisor you can count on. But it can be hard to know what the right choice ...
It is estimated that fraud, abuse, and errors cost Medicare $60–$90 billion every year. Numbers like these are worth talking about as they...
We know how challenging it can be to start a new business, and we wanted to gather knowledge from experienced fiduciaries and professional trustees to share...
Serving as the trustee of any trust can be challenging, but the administrators of Special Needs Trusts (SNTs) also need to consider how their actions may...
As a parent of a child with disabilities, you want to ensure your child is properly cared for in the event that you are no longer around to support...
Recently, True Link’s Co-Founder and CEO, Kai Stinchcombe, was invited to share testimony with the United States Senate Committee on Aging during their...
For people administering a Special Needs Trust, creating a budget for expenses is an important part of developing a person-centered financial plan...
Where we live can have a huge impact on our quality of life. That’s why helping individuals with disabilities secure the right housing...
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...
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...
For decades, professionals serving people with disabilities have turned to Special Needs Trusts to help their clients save money and help protect benefits ...
If you have a child or family member with a disability, it’s important to understand how The SECURE Act could impact how you save for their future...
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 ...
Across Pooled Special Needs Trust (PSNT) organizations, there are diverse approaches to doing the work of trust administration. Paired with this diversity ...
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.
True Link Financial Advisors, LLC, a financial technology company, today announced that Beth Misak joined the organization’s growing investment division as...
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
When helping an individual with disabilities plan for their future, creating a thorough financial plan is essential to beneficiary wellbeing.
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
During recovery, a person with a SUD must learn how to change their thinking and take back control of their life from the addiction.
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...
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...
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...
When I think about my life’s purpose, it can be summed up as this: I am a voice for people with disabilities.
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, a nationwide financial services company that supports the independence and financial well-being of seniors and adults with disabilities...
Annual award recognizes leadership in developing systems and spreading best practices to protect vulnerable Americans
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?
Eight in ten respondents agree that regaining control of one’s finances is among the biggest challenges for people in recovery.
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.
For years, the True Link Card has helped guardians, conservators, and fiduciaries support their clients’ independence and protect their budgets.
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...
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...
When seniors discuss their finances with someone else, they are more likely to take steps to protect themselves against financial abuse.
At True Link, we know that tough conversations between seniors and their adult children can be one of the greatest challenges of aging.
It’s not too late to take action on the Equifax breach! A lot of our customers share our concern about this massive breach.
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...
George Guerrero has spent his entire career – more than 20 years – working in financial services at some of the top firms in the industry.
On April 6, 2016, The US Department of Labor released its much debated “Conflict of Interest Rule”, broadening the definition of “investment advice fiduciary...
With the holiday season in full swing, many of us are scrambling to find the perfect gift for everyone on our list.
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...
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...
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...
Earlier this year, True Link Financial, in collaboration with the Autistic Self Advocacy Network and Quality Trust, created a survey for adults with...
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...
Special needs trusts (SNTs) are an essential financial tool for individuals with disabilities and their families.
When tornados, floods, hurricanes and other natural disasters hit, the scammers are usually quick to follow. Waiting to target people when they’re most...
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.
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.
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...
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...
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.
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...
Independent living community, retirement home, assisted living facility – whatever you call it, your aging parents may not be ready to give up their...
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...
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.
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.
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