Blog: Special Needs Planning

Can an Inheritance Affect SSI or Medicaid? Special Needs Planning for New Jersey Families

Aug 27, 2026

You want to leave money to a child, sibling, or other loved one who receives SSI or Medicaid. Your goal is to make that person's life easier, but an inheritance left directly to them can affect eligibility for benefits that depend on income or financial resources. That does not mean you should leave your loved one out of your estate plan. It means the way you leave the inheritance matters. For New Jersey families considering...