PLAN of MARI Special Needs Trusts and Government Benefits

A Special Needs Trust (SNT), or supplemental needs trust, is a legal vehicle enabling assets to be held on behalf of someone with disabilities without affecting their eligibility for means-tested […]

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SNPT 65 and Over | Change in Regulations UPDATE

Date posted: February 2, 2024

An updated advisory regarding the pending regulation change disallowing pooled trusts for individuals over age 65: As you are likely aware, the new regulation states that after March 1, transfers […]

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PLAN can accept your Inherited IRA

Date posted: November 15, 2023

  Why consider naming a Third-Party Special Needs Trust, administered by PLAN, as a beneficiary of your IRA or Qualified Retirement Plan? Often, retirement assets represent a major portion of […]

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Law Enforcement Torch Run (LETR)

Date posted: June 12, 2023

Since 2020, Planned Lifetime Assistance Network of Massachusetts and Rhode Island, Inc. (PLAN) has granted more than $1 Million to other nonprofits who, like PLAN, offer services to people with […]

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A Message from Webster Bank 1/27/2023

Date posted: January 27, 2023

In 2022, stock and bond markets repriced in response to stubbornly high levels of inflation and the Federal Reserve’s actions to reign it in.  As a result, this was one […]

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We Moved!

Date posted: July 18, 2022

We are excited to share that we have moved our main office!  We are sad to say goodbye to our old office in Needham, but excited to join our new […]

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Executive Director Joan McGrath on WBZ Radio

Date posted: January 21, 2021

Hear our very own Joan McGrath, Executive Director of PLAN of MA & RI, discussing Special Needs Trusts recently on WBZ AM 1030’s New England Weekend radio program with long-running […]

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PLAN for the Holidays

Date posted: December 5, 2020

2020 has certainly been challenging, and PLAN of MA & RI is here to support you! Our social work team is offering two very special support sessions for our beneficiaries […]

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A Message from Webster Bank 5/1/2020

Date posted: May 1, 2020

The stock market hit its lowest point of 2020 on March 23.  Since then the stock and bond market have seen positive results. US stocks, as measured by the S&P […]

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Update to PLAN’s COVID-19 Response

Date posted: April 2, 2020

To all of our PLAN Beneficiaries, Colleagues and Partners, Several weeks ago we created and implemented a COVID-19 response plan and approach that has allowed us to continuously serve our […]

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A Message from Webster Bank 3/24/2020

Date posted: March 24, 2020

This has been a very stressful and unprecedented period for everyone for obvious reasons. The financial markets continue to show extreme levels of daily volatility and US stock markets are […]

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