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
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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...

Protecting the Financial Future of Your Child with Autism

• By: Bernard A. Krooks, Esq. Sheryl R. Frishman, Esq Littman Krooks, LLP
• October 1st, 2013
• estate planning, financial planning, government benefits, life insurance, Medicaid eligibility, special needs planning, supplemental needs trust
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Parents of children with autism know that just getting through day-to-day life requires careful planning. Many parents do not consider that financial planning for their child with autism also requires careful and special planning, especially when the child may not be able to support or care for...