Category Archives: Special Needs Trust

Financial Planning For Families With Special Needs

November 14, 2009

ESSENTIAL STEPS TO ACCOMPLISH YOUR GOAL

Start Early and Get Help -  Lack of planning may have disastrous consequences.  Planning for special needs families often involves several  financial, legal and benefits-related strategies.  Assembling a team of qualified professionals to advise you will take time.  A financial advisor, estate planning attorney, benefits coordinator, trustee/trust company, family physician/registered [...]

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Use Care When Planning For Special Needs Children

June 8, 2009

Being a parent comes with great joy but significant responsibility.  It is no different for parents of children with special needs. In some situations, careful planning can be critical to address a family’s financial needs.  Parents must not only plan to care for their children during their lives, but they must also take steps to ensure they [...]

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