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 […]

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 […]

  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 […]

Planned Lifetime Assistance Network of Massachusetts and Rhode Island, Inc. (PLAN of MA & RI; www.planofma-ri.org/), announces a new partnership with Road to Responsibility, Inc. (RTR) focused on making lives […]

PLAN is pleased to announce a new partnership with Road to Responsibility, Inc. (RTR).  RTR’s mission is to provide the means, the opportunity, and the support necessary to allow citizens with […]

Planned Lifetime Assistance Network of Massachusetts and Rhode Island, Inc. (PLAN of MA & RI; www.planofma-ri.org/), announced a new partnership with Central Massachusetts Agency on Aging, Inc. to become Leaders […]

PLAN is pleased to announce a new partnership with Central Massachusetts Agency on Aging, Inc. (CMAA).  CMAA’s mission is to enhance the quality of life for area older persons and […]

Planned Lifetime Assistance Network of Massachusetts and Rhode Island, Inc. (PLAN of MA & RI; www.planofma-ri.org/), announced a new partnership with The Arc of the South Shore to bring together […]

PLAN of Massachusetts and Rhode Island is proud to continue our Partnership with Best Buddies in Massachusetts & Rhode Island.  Like PLAN, Best Buddies is a nonprofit organization that offers […]

PLAN of Massachusetts and Rhode Island is proud to continue our Partnership with Asperger/Autism Network (AANE).  AANE helps people with Asperger’s or similar autism spectrum and neurodiverse profiles build meaningful, […]

PLAN of MA & RI is honored to announce a new Partnership with The Arc of the South Shore.  PLAN’s Mission is to help people Preserve Assets, Protect Access to […]

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 […]

A Special Needs Trust is a legal document that allows assets to be set aside for the sole benefit of a person with special needs. It will preserve a beneficiary’s […]

Good Morning, In an effort to provide some clarification around the availability of PLAN of MA & RI’s Pooled Trust options for individuals over the age of 65 in the […]

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 […]

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 […]

This year, PLAN is excited to be a platinum sponsor for AANE’s 2022 Virtual Jody Acford Conference: a Roadmap Through Adulthood! We are so happy to be supporting this organization […]

Danvers and Needham, MA and Providence, RI — Planned Lifetime Assistance Network of Massachusetts and Rhode Island, Inc. (PLAN of MA & RI), a nonprofit organization proudly serving people with […]

Plan of MA & RI shows support of organization with $25,000 donation. NEEDHAM and WATERTOWN, MA, and PROVIDENCE, RI, ISSUED APRIL 28, 2021… Planned Lifetime Assistance Network of Massachusetts and […]

Plan of MA & RI also shows support of organization with $50,000 donation Watch the video presentation here: Carroll Center Check Presentation  NEEDHAM and NEWTON, MA, and PROVIDENCE, RI, ISSUED […]

Plan of MA & RI also shows support of organization with $100,000 donation Watch the video presentation here: https://www.youtube.com/watch?v=EiS6WFRiNJQ  NEEDHAM and BOSTON, MA, and PROVIDENCE, RI, ISSUED MARCH 18, 2021… […]

Please join us for an informational seminar on April 7 presented by the Aries Foundation for Financial Education.

Please join us for an informational seminar on March 30 presented by advisors from Harty Financial … 

Plan of MA & RI announced today it will serve as the new exclusive special needs trust partner with Special Olympics Massachusetts, and shows support of organization with $100,000 donation.

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 […]

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 […]

Webinar brought to you by Planned Lifetime Assistance Network (PLAN of MA & RI) in conjunction with the Aries Foundation for Financial Education.  Special Guests: Kathy Vitello, LSW, Director of […]

Join us for this important topic for parents or guardians of children with Special Needs on Thurs, Sept 17 at 4:30 p.m.. Guests: Kathy Vitello, LSW, Director of Operations for […]

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 […]

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 […]

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 […]

In October 2019 MassHealth is expected to finalize new regulations regarding financial eligibility. These regulations are expected to effectively disallow funding pooled trusts for people 65 and over. Final regulations […]