Overview
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. WrittenĀ 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.Ā With clarity and compassion, the authors guide families in addressing five critical factors involved in special needs planningā family and support, emotional, financial, legal, and government benefits factorsāat every stage of their childās 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 childās 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. Ā
WHATāS 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 parentsā lifetimes
SELECTED TOPICS COVERED: special needs trusts funding Ā· trustee selection Ā· insurance strategies Ā· investment guidance Ā·Ā estate planning Ā· legal settlements Ā· government benefits, such as SSI, SSDI, and housing benefits Ā· goal-setting Ā· advocacy Ā· hiring financial and legal professionals Ā· sibling considerations Ā· contributions of extended support networks Ā· retirement plans Ā· guardianship and less restrictive alternatives
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This book title, The Special Needs Planning Guide (How to Prepare for Every Stage of Your Child's Life), ISBN: 9781681254296, by Cynthia Haddad, John Nadworny, published by Brookes Publishing (December 17, 2021) is available in paperback. Our minimum order quantity is 25 copies. All standard bulk book orders ship FREE in the continental USA and delivered in 4-10 business days.
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