The Special Needs Planning Guide
The Special Needs Planning Guide

Author: Cynthia R. Haddad

Publisher: Paul H Brookes Publishing

Published: 2022

Total Pages:

ISBN-13: 9781681254319

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"Written with both compassion and expertise, this bestselling book provides families with a comprehensive guide to planning for the lifetime needs of a child with disabilities. It presents the Five Factors readers need to consider-family and support, emotional, financial, legal, and government benefits-and how to plan for these factors at every stage of a child's life. The second edition includes updates based on current law, fully revised chapters with a wealth of practical recommendations, and a ten-step, manageable planning process. Online resources include fillable timelines, worksheets, and other planning documents to help families create a secure, full, and happy life for and with their child"--

The Complete Guide to Creating a Special Needs Life Plan
The Complete Guide to Creating a Special Needs Life Plan

Author: Hal Wright

Publisher: Jessica Kingsley Publishers

Published: 2013-07-28

Total Pages: 370

ISBN-13: 0857006843

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The purpose of special needs planning is to create the best possible life for an adult with a disability. This book provides comprehensive guidance on creating a life plan to transition a special needs child to independence or to ensure they are well cared for in the future. Beginning with a vision of a meaningful life for the child, Hal Wright explains how to form a practical plan to reach these goals, how to mentor personal empowerment and task skills, and how to create circles of support to sustain a life plan. He next looks at employment and residential options, and government programs available in the United States. Finally he talks the reader through important financial and legal considerations, including how to fund and manage a special needs trust. This book will be essential reading for all parents or guardians of a child with a cognitive, mental or physical impairment. It will also be of interest to attorneys, financial planners, insurance agents, trust officers and other professionals looking to better serve the special needs community.

Special Needs Financial Planning
Special Needs Financial Planning

Author: Lusina Ho

Publisher: Cambridge University Press

Published: 2019-07-04

Total Pages: 397

ISBN-13: 1108481205

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First comparative study of major special needs financial planning mechanisms, namely guardianship, enduring/lasting powers of attorney, and special needs trusts.

When Mental Illness Strikes: Crisis Intervention for the Financial Plan
When Mental Illness Strikes: Crisis Intervention for the Financial Plan

Author: Allen Giese

Publisher: Lioncrest Publishing

Published: 2018-08-15

Total Pages: 218

ISBN-13: 9781544511078

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When your adult son or daughter is diagnosed with a serious mental illness, everything changes. Suddenly all your financial planning is thrown into turmoil as your focus turns from your needs to the immediate and long-term care of your child. The costs of diagnosis and treatments can derail your retirement plans unless you develop a financial strategy that provides for your child's future while safeguarding your own. Allen Giese has been where you are, and in this practical, compassionate handbook he offers invaluable advice, solutions, resources, and hope, including how to: - Invest efficiently - Apply for (and keep) government benefits - Build a systematic financial plan - Create ABLE accounts and special needs trusts - Take advantage of strategic life insurance - Avoid crucial mistakes - And more When mental illness strikes, you don't have to sacrifice your financial security. This book can be your lifeline to the best possible future for yourself and your children.

Legal Planning for Special Needs in Massachusetts
Legal Planning for Special Needs in Massachusetts

Author: Barbara D. Jackins Attorney

Publisher:

Published: 2010-03

Total Pages: 308

ISBN-13: 9781449087425

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Legal Planning for Special Needs is a must have resource for parents of children with disabilities and the professionals and advocates who assist them. In an easy-to-read, conversational style, the author covers the essential elements of SSI, guardianship, and estate planning when there is a child with a disability in the family. This book, which updates an earlier edition, covers the 2009 changes in the Massachusetts guardianship laws.

Estate Planning for People with a Chronic Condition or Disability
Estate Planning for People with a Chronic Condition or Disability

Author: Martin M. Shenkman, CPA, MBA, JD

Publisher: Demos Medical Publishing

Published: 2009-03-26

Total Pages: 227

ISBN-13: 1935281070

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This is the first comprehensive estate-planning guide for those living with a chronic disease or disability. This book is targeted at those planning for the disbursement of their estates, no matter their size. Estate-planning is crucial for those living with a chronic disease or disability: individuals must express their preferences whether to receive long-term care at home rather than in a nursing home in the event that they become more disabled, and it is more important for one who has a chronic illness to name a power of attorney. Estate Planning for People with a Chronic Condition or Disability covers all of those topics plus: How to write your will How to determine how much life insurance your family needs How to figure out whether you need a living trust Learn about powers of attorney When to work with a lawyer, if you need to The book also includes downloadable sample forms for: Power of Attorney Living Will Designation of Proxy for Financial and Health Decisions

The ABC's of Special Needs Planning --made Easy
The ABC's of Special Needs Planning --made Easy

Author: Bart Stevens

Publisher:

Published: 2002

Total Pages: 0

ISBN-13: 9780972564205

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This simple, step-by-step comprehensive guide helps families and professionals plan for the future care, supervision, security and quality of life for a person with special needs.

Legal Planning for Special Needs in Massachusetts
Legal Planning for Special Needs in Massachusetts

Author: Barbara Jackins

Publisher:

Published: 2023-03-21

Total Pages: 0

ISBN-13: 9780998814223

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A PRACTICAL GUIDE TO LEGAL PLANNING for Massachusetts parents of children with special needs. In a relaxed conversational style, Attorney Barbara Jackins explains the essential elements of SSI, guardianship, public benefits, and estate planning when there is a family member with a disability. Families will find the information they need to:* Obtain SSI benefits for a child who is age 18 or older* Contribute to a child's financial support without reducing public benefits* Understand the court process for guardianship* Learn about the alternatives to guardianship* Secure a child's financial future with a special needs trust

Planning for the Future
Planning for the Future

Author: L. Mark Russell

Publisher:

Published: 2006

Total Pages: 603

ISBN-13: 9780912891217

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A handbook of information for parents as they plan for their child's life after their own deaths. Easy to understand, describes step-by-step all of the elements that parents must consider to provide a happy and fulfilling life for their child with a disability--Cover.

Financial Planner's Guide to Estate Planning
Financial Planner's Guide to Estate Planning

Author: Paul J. Lochray

Publisher: Financial Times/Prentice Hall

Published: 1992

Total Pages: 0

ISBN-13: 9780133185027

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For those financial planners who need to effectively manage the estate planning challenge for their clients. Enormous changes in the laws affecting the viability of estate planning have recently been enacted. And to help financial planners meet the challenge, author Paul J. Lochray presents this completely revised and updated third edition.