List of Approved Disbursements

The number one question we receive from clients is what can my trust funds be used for. There are numerous items and approved expenses that are allowed by Social Security that will not put your benefits as risk such as :

• Phone bills - Cell Phone and House Phone

• Internet

• Household Items 

• Home Furnishings & Appliances

• Vacation & Travel

• Purchasing a Vehicle

If you have specific questions please contact our office.