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.Read More
For people with special needs approaching adulthood, the role of guardian (or alternative) is of critical importance.SEE MORE
The ABLE account offers a tax-advantaged way to save money without impacting eligibility for means tested government benefits (e.g. SSI, Medicaid).READ MORE
Where will they live? What will they do during the day? The Housing Checklist helps summarize your considerations.Read More
Insurance is a valuable planning tool. Knowing the who, what, and how much along with a high-quality issuer is critical.Read More
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.Read More
Three general areas for parents of children with special needs to focus upon.
- Child support and alimony
- Legal and estate planning
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.Read More
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.Read More
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.
Helpful tips and tools to make your family's communication flow more smoothly and effectively.Read More
A helpful guide of terms and acronyms frequently used in the disability community.Read More
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