The Special Needs Planning Guide

The Special Needs Planning Guide PDF Author: Cynthia R. Haddad
Publisher: Paul H Brookes Publishing
ISBN: 9781681254319
Category : FAMILY & RELATIONSHIPS
Languages : en
Pages :

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Book Description
"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 Special Needs Planning Guide

The Special Needs Planning Guide PDF Author: Cynthia R. Haddad
Publisher: Paul H Brookes Publishing
ISBN: 9781681254319
Category : FAMILY & RELATIONSHIPS
Languages : en
Pages :

Get Book Here

Book Description
"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 PDF Author: Hal Wright
Publisher: Jessica Kingsley Publishers
ISBN: 0857006843
Category : Family & Relationships
Languages : en
Pages : 370

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Book Description
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 PDF Author: Lusina Ho
Publisher: Cambridge University Press
ISBN: 1108481205
Category : Health & Fitness
Languages : en
Pages : 397

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Book Description
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 PDF Author: Allen Giese
Publisher: Lioncrest Publishing
ISBN: 9781544511078
Category : Business & Economics
Languages : en
Pages : 218

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Book Description
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.

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

The ABC's of Special Needs Planning --made Easy PDF Author: Bart Stevens
Publisher:
ISBN: 9780972564205
Category : Children with disabilities
Languages : en
Pages : 0

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Book Description
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.

Planning for the Future

Planning for the Future PDF Author: L. Mark Russell
Publisher:
ISBN: 9780912891217
Category : Children with disabilities
Languages : en
Pages : 603

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Book Description
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.

Estate Planning for People with a Chronic Condition or Disability

Estate Planning for People with a Chronic Condition or Disability PDF Author: Martin M. Shenkman, CPA, MBA, JD
Publisher: Demos Medical Publishing
ISBN: 1935281070
Category : Law
Languages : en
Pages : 227

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Book Description
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

Legal Planning for Special Needs in Massachusetts

Legal Planning for Special Needs in Massachusetts PDF Author: Barbara Jackins
Publisher:
ISBN: 9780998814223
Category :
Languages : en
Pages : 0

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Book Description
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

Financial Planner's Guide to Estate Planning

Financial Planner's Guide to Estate Planning PDF Author: Paul J. Lochray
Publisher: Financial Times/Prentice Hall
ISBN: 9780133185027
Category : Estate planning
Languages : en
Pages : 0

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Book Description
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.

Administering the California Special Needs Trust

Administering the California Special Needs Trust PDF Author: Kevin Urbatsch
Publisher: iUniverse
ISBN: 146206051X
Category : Law
Languages : en
Pages : 434

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Book Description
In Administering the California Special Needs Trust, author Kevin Urbatsch presents a guide for anyone assigned the duty of managing a Special Needs Trust for a person with a disability. Though geared toward those who never have administered a trust, it also provides sophisticated answers for experienced trustees concerning some of the unique responsibilities a trustee of a special needs trust will encounter. Urbatsch, a California attorney who has years of experience in assisting trustees to manage special needs trusts, has written extensively for both attorneys and families on how best to establish a special needs trust. Administering the Special Needs Trust addresses specific California issues that a special needs trust trustee encounters daily. In a question-and-answer format, it addresses how to - avoid the most common mistakes made by SNT trustees; - understand the type of public benefits available for California persons with disabilities; - learn how SNT disbursements will affect these public benefits; - best pay for a person with a disability's housing, caregiver costs, transportation, and related expenses; - handle SNT investments, accountings, and taxes; - terminate the SNT. With checklists, form documents, and law summaries included, Administering the Special Needs Trust contains a wide range of information for those charged with the responsibility of managing a special needs trust for people with disabilities.