Knowledge Bank

Our library of FREE, downloadable learning resources for families. 
RESOURCES FOR FAMILIES

Publication Library

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SPECIAL NEEDS LETTER OF INTENT

Your Letter of Intent will provide the people who will care for your child when you are gone with detailed information that only you know. 

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GUARDIANSHIP

For people with special needs approaching adulthood, the role of guardian (or alternative) is of critical importance. 

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THE ABLE ACCOUNT

The ABLE account offers a tax-advantaged way to save money without impacting eligibility for means tested government benefits (e.g. SSI, Medicaid).  

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HOUSING & TRANSITION

Where will they live? What will they do during the day? The Housing Checklist helps summarize your considerations.

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LIFE INSURANCE

Insurance is a valuable planning tool. Knowing the who, what, and how much along with a  high-quality issuer is critical.

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GOVERNMENT BENEFITS

When it comes to understanding government benefits, the more information you gather, the more knowledge you will gain and the more options you will find for your child.

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DIVORCE

Three general areas for parents of children with special needs to focus upon. 

  • Custody
  • Child support and alimony
  • Legal and estate planning
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SNTs & TRUSTEE TOOLKIT

The SNT Guide contains information important to know when setting up a SNT.  The companion Trustee Toolkit helps trustees fulfill their fiduciary responsibility: to manage the trust assets to meet the needs of the beneficiary.

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SIBLINGS

You may or may not be be a Caregiver, Guardian, HealthCare Proxy, Power of Attorney, Conservator, Trustee, Investment Manager, Tax Preparer, Bookkeeper, Rep Payee for SSI, and/or Advocate but you are always a brother or sister.  

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FIVE FACTORS OF PLANNING

The Five Factors of Special Needs Planning bring the issues that families need to focus upon at different stages of their child's life more clearly into focus.

 

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HELPFUL TIPS FOR FAMILY TALKS

Helpful tips and tools to make your family's communication flow more smoothly and effectively. 

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TALKING THE TALK

A helpful guide of terms and acronyms frequently used in the disability community. 

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OUR WORKSHOPS

We are proud to offer complimentary presentations to parents, professionals and organizations. To read about our workshop offerings, click here.  Please contact us to schedule a talk for your group.

To attend a scheduled webinar or presentation, please visit our Workshop Calendar. 

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