Legal & Planning
Planning for Tomorrow… Today
Merrill Edge now offers financial planning and advice for the middle-income family or caregiver of a child with special needs. A select team of Merrill Edge financial advisors have been...
IEP… I Do’s Building a Viable Home-School Relationship – It’s like a Marriage
My friend, Carmen, put it best: “Working to build a school relationship is a lot like a marriage. It takes work. You have to communicate. You will not always agree...
Establishing a Positive Family Plan
As the New Year begins, we may find that our children are a little out-of-sorts. Typical daily activities such as transitions to and from school, family meals, and chores or homework may be
Building a Resource Manual for Future Caregivers
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: Start by Planning Today
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...
Understanding the Mental Skills Affected by ADD and ADHD (Part 2)
This is Part Two of a two-part article. Part One can be found in the Jan/Feb article Understanding the Mental Skills Affected by ADD and ADHD (Part 1). These two...
Understanding the Mental Skills Affected by ADD and ADHD (Part 1)
(ADD – Attention Deficit Disorder and ADHD – Attention Deficit Hyper Activity) It can be tough having ADD / ADHD, especially if you are a child. ADD and ADHD are...
Common Mistakes Parents Make with Their Special Needs Trusts
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...
Tax Planning for Parents of Children with Autism
Parents or other caregivers of loved ones with autism may qualify for valuable tax benefits, which may be overlooked by some tax preparers

