Rep Payee Tip
“I’m sorry but you’re name is not on the records as Elizabeth’s representative payee.” “But, I am her legal guardian, doesn’t that work?” “Not for Social Security ( SSA) you...
Guardianship
How to Manage it All When You Are in the Sandwich Generation
Are You In The Sandwich Generation and Need Help Doing It All? [Click to Listen to Podcast] Are you a caregiver for a child with special needs and an aging...
What is the Best Financial Advice You would Give to a Family with a Child with Special Needs?
The most important step The most important step is having a serious conversation about what your plans are for your child’s future. You need to think about this future in...
I Am The Ghost of Your Future
A Letter to Special Needs parents from the neurotypical sibling. No one likes to talk about what is going to happen when I am no longer here. Who is going...
Financial Planning: For Those Who Are at the Starting Line
Financial Planning I have always been a big thinker and quite an emotion-filled person. Even as a young person, I was the one to feel the worst when summer ended,...
“Instruction Manual” for Your Child with Special Needs
[Listen to Podcast] Do you have a detailed “instruction manual” for your child with special needs? Or, do you have an “everything binder” with information about all-things-your-child? Today, we’re talking...
Have You Ever Heard of Supported Decision Making?
Have you ever heard of Supported Decision Making? No? Don’t worry, we hadn’t either. But, this is something that is an important consideration when dealing with a loved one who...
A Special Need Planning Timeline: 9 Steps to a Sound Family Plan
Planning for the future well-being of your children is a daunting task for any parent. The question for most parents is: where to even start?
Plan Early for Your Child’s Long-Term Security
Long-Term Security The vast majority of my clients who have children with special needs share the same goal: that they will outlive their children. The thought of leaving their loved...
Able Account or Special Needs Trust: How to Decide?
Able Account or Special Needs Trust In December 2014, President Obama signed the Stephen Beck Jr. Achieving a Better Life Experience Act (“ABLE Act”) into law, authorizing states to create...