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Special Needs Planning

Special Needs Planning

Ensure your beneficiaries keep their public benefits

If you are the caregiver for an individual with special needs, there is a good chance he or she is receiving public benefits such as Social Security disability. Public benefits are subject to strict income restrictions, which, if exceeded can result in the loss of funds that your loved one has come to depend on.…

Special Education Advocacy

The importance of writing a Letter of Guidance

When you can no longer care for a loved one with special needs, a Letter of Guidance can help make their transition to a new living situation go as smoothly as possible. The Letter of Guidance, written on the premise that no one knows a child better than a parent, contains important information about your loved one’s history, likes, dislikes, current health and emotional status, hopes and dreams, as well as what your wishes are for their future.

Special Needs Planning

Special needs planning involves much more than money

Establishing a supplemental needs trust to benefit your loved one with special needs is a very important step in ensuring they will be cared for when you are no longer able to provide such support. However, there are many things to consider other than finances when planning for your loved one’s future. For example, where…

Special Needs Planning

Do not be afraid to ask others to contribute to your supplemental needs trust

The cost of caring for a loved one with special needs after you are gone will likely be more than you estimate. Unexpected and unforeseen costs are a reality, so it is important that you leave your loved one with more than you think they may need. Once you have created a supplemental needs trust,…

Elder Law & Estate Planning

When a Loved One Needs a Guardian

Caring for a loved one is a situation that many people find themselves in, and the caregiver’s status as a guardian should be made official by the law. Often times, individuals begin taking care of a relative or loved one without thinking about the need for official legal documentation. If you are managing the health and financial decisions of loved one, becoming their legal guardian will simplify many common tasks.