WATCH NOW Planning for the future of a child with special needs can feel overwhelming, but it doesn’t have to be. In this impactful clip, estate planning expert Julie Steiner...
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...
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,...
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?
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 In December 2014, President Obama signed the Stephen Beck Jr. Achieving a Better Life Experience Act (“ABLE Act”) into law, authorizing states to create...
Resource Manual Any parent of a child with special needs understands the amount of effort that can go into providing care for their loved one. Along with the roles that...
Protected Tomorrows Overwhelmed is the prevailing word used by parents with a child who has special needs. There are so many things that need to be taken into consideration on...
We meet a number of families each year that have already met with a planner in an attempt to design a special needs plan. The plans are put together with...
Family members of individuals with disabilities and mental illness often are concerned about long-term care issues and how
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