Praise for
The Special Needs Planning Guide
How to Prepare for Every Stage of Your Child's
Life
“[This book] will become a
classic for families who have special needs children.… There
is no other resource book like it for parents.”
~ Dee Lee, CFP®
Author, Women & Money
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“A treasure chest of information...held
together with family values that close gaps and lead to
goals.”
~ Allen C. Crocker, M.D.
Associate Professor of Pediatrics
Harvard Medical School
Senior Associate in Medicine
Children’s Hospital Boston
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“A must-have reference ...[that]
will serve as a great tool to help families navigate through
the many challenges, while giving them thoughtful and practical
solutions.”
~ James T. Brett
Former member of the
President's Committee for People with Intellectual Disabilities
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“An extremely valuable resource
for both families and professionals who seek to provide
for the current and future care and quality of life of an
individual with special needs.”
~ Marvin Natowicz, M.D., Ph.D.
Vice Chairman, Genomic Medicine Institute
Cleveland Clinic
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“Excellent...simply written
and understandable, yet concise enough to serve as a road
map that will assist families of persons with special needs
to navigate the highway of life from childhood to adulthood.”
~ William A. Catelli, Jr.
Secretary, Board of Directors
The Arc of the United States
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“This is the definitive guide
to Special Needs Planning, written by two authors whose
personal experiences, depth of professional knowledge and
financial expertise qualifies them perfectly.
It is a superb book in every aspect, and
will become indispensable to all parents who use it.”
~ Dan Becker, parent and advocate
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“In a word, this book is a goldmine.
The book explains the differences between
traditional and special needs financial planning and outlines
extensively and concretely the questions you need to be
asking yourself in order to be able to come up with some
answers to very difficult planning questions.
These authors address not only the financial
piece of the puzzle but also integrate the family, psychological,
and legal aspects of planning.
The book is clearly laid out, addresses
the planning needs in childhood, adolescence and adulthood
and the authors shows a deep understanding of the highly
difficult process of planning for the future of a disabled
individual.
The book provides a clear direction for
what you need to be doing and when and greatly reduced my
own feeling of being overwhelmed.”
~ Max
March 18, 2008 review on amazon.com
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“A Must Read. I researched and
ordered several books on the subject in preparation for
creating my own son's Special Needs Trust, Limited Conservatorship,
life planning, etc. This one puts it all together very well,
and is a must have, and a must read. It was evident that
the authors are experts in the financial planning field
and have combined their professional expertise with their
personal knowledge and passion as parents with special needs
children of their own. This book will be an excellent resource
for parents, family members and anyone who is involved with
special needs children and adults.”
~ M. Gonzalez Jr. (San Diego, CA)
June 24, 2009 review on amazon.com
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“A Must-Have for Families with
Special Needs. A comprehensive guide with plenty of real
world scenarios, tools, and advice. By far the best guide
I have read so far. If you have a family member who lives
with special needs, take this book to your financial adviser.
If they are not aware of this info, find a new adviser.
In special needs planning, doing the wrong thing can be
worse than doing nothing at all.”
~ Wendy N. Kenney (Phoenix, AZ)
February 22, 2008 review on amazon.com
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