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CREATING A SPECIAL NEEDS PLANNING ROADMAP FOR YOUR LOVED ONE

By James Grennen, Nov 21, 2020 10:50:34 AM

Special Needs Roadmap

 

Do you have a loved one with special needs but aren’t sure how to create the roadmap that will allow them to live a long, healthy life?

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Estate Planning And The Special Needs Loved One - What The Family Needs To Know

By James Grennen, Sep 18, 2020 11:42:44 AM

Planning for a loved one with special needs presents several challenges.

With public benefits available to those with special needs, how do you leave funds without risking their eligibility?

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Social Security Income For Special Needs Children

By James Grennen, Sep 18, 2018 9:52:27 AM

Special needs children have a wide range of abilities. Some of those who are of working age can hold on to gainful employment for the majority of their lives. Others struggle with even basic tasks. For some children and their parents, this could cause some concern.

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How To Fund A Special Needs Trust The Right Way

By James Grennen, Sep 3, 2018 7:51:47 PM

A special needs trust is an essential part of life planning if you have a loved one with special needs. Unfortunately, most caretakers just assume that their life insurance will take care of it. While this is a crucial component, there is more to funding a special needs trust. Most families dive in without even considering what quality of life they want to provide for their loved one or how much their lifetime financial support will be.

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How To Estimate Lifetime Financial Support For Support Needs

By James Grennen, Aug 16, 2018 5:45:49 PM

Special needs planning comes with a list of challenges. At the top of that list is trying to figure out the lifetime financial support needed for your loved one. It’s more than figuring out basic needs and bills. You’re forced to put a monetary value on the quality of life for your loved one. That’s not easy for anybody involved.

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