Special Needs Financial Planning Insights

Learn more about the aspects of financial planning for families with special needs here. Navigating the complexities of special needs planning requires a tailored approach to ensure the long-term well-being and financial security of your loved ones. From understanding government benefits and setting up special needs trusts to crafting comprehensive estate plans, our expert insights aim to empower you with the knowledge needed to make informed decisions. Explore our collection of posts to guide your planning journey with confidence and clarity.

July 18, 2025 Special Needs Planning – FAQs

Having a comprehensive estate plan in place is important for everyone, regardless of your personal family life, and can cover a wide array of situations, including circumstances like who will make your medical or financial decisions if you are not able to, what will happen to your home or bank accounts, or who will care for your young children upon your death. For some families with children who have special needs, establishing a strong estate plan is crucial and often necessary to ensure prope

February 13, 2024 3 Things to Know About Financial Planning for People with Disabilities

Financial planning can already be a daunting task, but for those with disabilities, there are added complexities that need to be taken into consideration. In fact, one in four adults in the United States has some sort of disability, many of which must be extensively planned around. For example, did you know that there are tax breaks for people living with certain disabilities, or that the government may be able to help someone obtain medical equipment that they otherwise can’t afford? Here are

Special Needs Financial Planning Insights

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