Johnson Cotroneo Group at Moors & Cabot

01/09/2026

https://www.jcgwealth.com/post/able-accounts-vs-special-needs-trusts-why-not-have-it-all

If you have a child with disabilities, it is crucial to set money aside for the child’s future. At the same time, you need to consider your child’s access to public benefit programs such as Medicaid and Supplemental Security Income (SSI), as well as the state and federal tax implications. The tw...

07/22/2025

Now that the dust has settled on the "Big Beautiful Bill" its time we start determining the impact it will have on Special Needs Planning. That's the focus of this week's post.

Overview of how passage of the Big Beautiful Bill changes special needs planning.

07/17/2025

July is a big milestone month for JCG - especially this year!

Matt Johnson and Brian Cotroneo celebrated their second anniversary at Moors & Cabot and promotion to Senior Vice Presidents earlier in July.

07/08/2025

Not every day your firm gets to ring the closing bell at the NYSE. HBD to M&C!

/PRNewswire/ -- In 1890, thirteen years before the establishment of the present-day New York Stock Exchange, John F. Moors and Charles Cabot formed a small...

10/21/2024

The season of giving is right around the corner. If you are considering gifts or are the parent/guardian of an individual with special needs, make sure you take the appropriate steps!

The end of the year is approaching quickly; now is the time to plan your year end gifts in support of special needs family members.

09/11/2024

Are you wondering what you can use your 529 ABLE funds on? Look no further! Here are 5 practical uses for an ABLE account.

We have previously written about the pros and cons of ABLE (Achieving a Better Life Experience Act of 2014) accounts. Now let's take a look at some the practical uses of such accounts.What Is an ABLE Account?These accounts allow many people with disabilities or their families to establish tax-free s...

08/29/2024

08/27/2024

You don't need money to fund a trust.

The idea of "funding a trust" can seem daunting, particularly to a special needs family. There is a common misconception that "trust funds" are only for the extravagantly wealthy, and if you don't have millions already then you can't fund a trust.

That doesn't have to be the case. Many trusts, particularly special needs trusts, are funded using life insurance policies to provide resources and liquidity without a massive upfront payment.

One way to provide funds for lifetime special needs care is fund a trust using a life insurance policy.

06/03/2024

Pretty cool to be published recently in the Naples Daily News on the Necessity of Special Needs Planning. Link to the digital version of the article is below:

https://www.jcgwealth.com/post/the-necessity-of-special-needs-planning

03/26/2024

REMINDER - Today at 11:00am we will be hosting our monthly Webinar. This month we are privileged to have Mark Moss joining us to discuss Special Needs Trusts. Please register using the link below - replay will be made available to all registrants. We hope to see you there!

Please join us for our monthly webinar featuring Mark Moss of Mark Moss Las! We will discuss the legal side of Special Needs Trusts as well as the main considerations around Guardianship. We hope to see you there!

03/22/2024

We celebrated World Down Syndrome Day yesterday in style! Big THANK YOU to Bitty & Beau's Coffee for hosting us, as well as Down Syndrome Association of Jacksonville and Law Offices of Mark F. Moss, PLLC for inviting us to participate! And of course our favorite photographer Cassie Cotroneo Photography for capturing so many great memories of the event!