Special needs financial planning is an intricate and delicate process.
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A process loaded with challenging emotional and financial decisions. So below we provide 4 steps to think through if planning for your special needs loved one’s future.
More than 40 million individuals or about 10% of total American population are living with a disability according to the US Census. This takes a careful planning approach to assure needs are met.
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- Approach – Highlighting the importance of constructing an experienced team to help guide families through the special needs planning process
- Benefits Available – What governmental benefits and programs are available to my special needs loved one now and as they age?
- Consider Your Estate Plan – What steps should be taken to align your estate plan to provide ample financial support to your special needs loved one while making sure their benefits are not negatively affected.
- Develop Your Savings Strategy – What accounts are available for special needs individuals and which are the best fit for your situation