Notes, Buckets, and Beneficiaries: An Introduction to Special Needs Planning

• By: Donald T. Brown, ChFC, ChSNC Elizabeth Neumann, MA Special Needs Funding Coach
• October 2nd, 2023
• ABLE accounts, assets, beneficiaries, dependents, estate planning, Fall 2023 Issue, financial planning, government services, Medicaid eligibility, planning for the future, special needs planning, trusts, wills
• 1530    0

Having loved ones with special needs requires specialized planning to meet their unique financial requirements. The search for direction about financial assistance (benefits and support provided by government agencies) and special needs planning (preparation for future financial needs) can be...