The Special Needs Planning Report is a monthly
newsletter delivered by email to those who subscribe. Each
issue contains articles of interest to families planning for
the needs of members with special needs, as well as brief
planning tips, current investment tools, news and a listing
of upcoming workshops and presentations.
July
2010
Topics include: Guardianship & Less Restrictive Alternatives
- Things to Know When Considering Guardianship - Book Review:
"Legal Planning for Special Needs in Massachusets"
- Upcoming Events - Looking for Speakers?
June
2010
Topics include: The Core Planning Points in the Five Factors
of Special Needs Planning - Family & Support Factors
- Emotional Factors - Financial Factors - Legal Factors
- Government Benefit Factors - Special Needs Planning Pointer
for Siblings -
May
2010
Topics include: Planning is a Process, Not a Product - Basic
Planning Process Step 6: Review & Monitor Your Plan
- Importance of Staying Connected & Current - Exploring
Residential Planning Options - A Sibling Connection for
Brothers & Sisters - Special Needs Planning Demystified
April
2010
Topics include: Basic Planning Process Step 5: Implementing
a Coordinated Plan of Action - Tax Tactics to Discuss with
Your Tax Preparer - Tax Time Information Information - Rosa's
Law - Arc of Massachusetts Event - Farm Days Program for
Children with Autism
March
2010
Topics include: Basic Planning Process Step 4: Strategies
to Fill the Gaps - A "Crummy" Situation - Several
web site worth looking at - Events Calendar - A new investment
tool: Outlook 2010 from LPL Financial
February
2010
Topics include: Basic Planning Process Step 3: Identify
Any Shortfalls that Will Prevent You From Acheiving Your
Goals - Finding Planning Gaps with the Five Factors™
- Roth IRA Conversions in 2010 - Balanced Living All
Year (book review)
January
2010
Topics include: The Importance of Selecting the Experts
for Your Team of Advisors - How to Find a Disability Law
Attorney - Checklist for Interviewing a Financial Planner
- Coping with the Emotional Pressures of Raising a Child
with Disabilities
December
2009
Topics include: End of Year Planning Tips - Update
Your Letter of Intent - Gifts from Grandparents - Charitable
Giving - Great Gift Book Ideas
November
2009
Topics include: Preserving Wealth by Avoiding Unnecessary
Taxation - A Note about Required Minimum Distributions for
2009 - Basic Planning Process: Determine Your Expenses -
Importance of Getting Expert Advice on Residential and Vocational
Placements
October
2009
Topics include: Simplifying the Planning Process
- Basic Planning Process Step 2: Determine Your Resources
- Person-Centered Planning
September
2009
Topics include: Families with Special Needs Face
Additional Challenges - Basic Planning Process Step 1: First
Prioritize Your Goals - Importance of Protecting Your Child's
Eligibility for Government Programs
August
2009
Topics include: The Financial Planning Pressure Points
- Are You All Set? 6 Questions to Ask Yourself
July
2009
Topics include: We Share a Common Bond with You -
How to Have a Special Needs Planning Workshop or Seminar
- Traditional Planning Differs from Special Needs Planning
