How can families of children with disabilities plan for lasting
financial security at every stage of life? Find clear answers in
The Special Needs Planning Guide, a step-by-step companion for
parents as they progress through the complexities of planning for
the future of their family and their child. Written by two
financial planning experts who are also a parent and a sibling of a
person with disabilities, and including contributions from a
nationally recognized advocate, this bestselling how-to guide is
now in its second edition. Revised, reorganized, and carefully
updated to reflect current law, this book gives families the
real-world advice, strategies, and actions needed to plan for both
their future and the well-being and security of their child. With
clarity and compassion, the authors guide families in addressing
five critical factors involved in special needs planning- family
and support, emotional, financial, legal, and government benefits
factors-at every stage of their child's life, from birth through
adulthood. Throughout the book, readers will learn from the stories
and advice of other caregivers, get helpful planning pointers and
key questions to answer, and take action with the chapter lists of
Next Steps. To help families customize the information in this book
for their specific needs, this new edition also offers a complete
package of online resources, including a fillable Special Needs
Planning Timeline, easy-to-use financial planning worksheets, and
an in-depth Letter of Intent template families can use to map out
their vision for their child's life. Informed by decades of
personal and professional experience, this reader-friendly
guidebook will help families educate themselves about financial
planning, create a complete action plan for their future, and
provide the knowledge and the tools they need to work toward a
secure and full life for their child. WHAT'S NEW: Fully revised
chapters and online resources A 10-step process that breaks complex
planning into manageable tasks Letter of Intent now available as a
fillable PDF Excel worksheets for easy planning New chapters on
Foundational Financial Strategies and Tools, and Advanced
Strategies and Special Circumstances Helpful information on ABLE
accounts, housing options, and military Survivor Benefit Plans New
planning tips, pointers, and case stories Guidance on creating a
Team to Carry On beyond the parents' lifetimes SELECTED TOPICS
COVERED: special needs trusts funding * trustee selection *
insurance strategies * investment guidance * estate planning *
legal settlements * government benefits, such as SSI, SSDI, and
housing benefits * goal-setting * advocacy * hiring financial and
legal professionals * sibling considerations * contributions of
extended support networks * retirement plans * guardianship and
less restrictive alternatives
General
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