Making the Most of Your Money with a Pooled Trust
A pooled trust can be a smart financial tool for individuals with identified needs who rely on public benefits. Whether you're an older adult, a caregiver or a parent planning for a child’s future, managing financial resources wisely is essential to maintaining eligibility for programs like Medicaid, Social Security, and waivers. A pooled trust, administered by a nonprofit like Lutheran Social Service of Minnesota, allows individuals to preserve assets while still qualifying for benefits. It offers flexibility to pay for life-enhancing expenses — such as education, therapy or travel — without jeopardizing support.
With expert guidance and legal compliance, pooled trusts help ensure stability, independence and quality of life.
For more information on LSS Pooled Trusts, visit their website or call 888.806.6844.