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Articles in Special Needs Financial Planning

If you are the parent/guardian of a child or relative with special needs, there are some unique financial issues you will want to consider.
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How does a minor get Social Security?

by Larry R Frank Sr Level 20
Your child, or grandchild is a minor. When a child is entitled to Social Security benefits, the Social Security Administration (SSA) will appoint a representative payee to receive benefits on behalf of the child. ...(more)
Comment   |  Apr 05, 2017 from Roseville, CA
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A Fair Tale

by Carlos Sera Level 20
A FAIR TALE “SIBLING RIVALRY”     From the time our children were born, my wife and I wanted to make sure they would have the resources available to seek a college education.  We wanted to be as fair as possible in ...(more)
Comment   |  Sep 24, 2015
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New Option for Parents of Special Needs Children

by Curt Sheldon, CFP®, EA, AIF® Level 20
There were a lot of things in the "Cromnibus" budget law with which people took issue.  One thing that shouldn't be objectionable is the establishment of 529A plans.  The purpose of the 529A is to allow parents and ...(more)
Comment   |  Jan 15, 2015 from Alexandria, VA
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Are Your Parents Losing the Ability to Deal With Money?

by Jason Hull Level 20
He is NOT your parents’ friend. Do you worry about what’s going to happen to your parents as they get older? Are you concerned that at some point, they’re going to think that there really is a Nigerian prince holding ...(more)
Comment   |  May 03, 2013 from Fort Worth, TX
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The Day after the Initial Diagnosis: MS and Financial Planning

by Jason Hull Level 20
This article is part of a series dealing with financial planning for multiple sclerosis. To see other articles, you can click here. If you’ve just learned that you either might have multiple sclerosis and the ...(more)
Comment   |  Apr 30, 2013 from Fort Worth, TX
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Financial Planning for Multiple Sclerosis

by Jason Hull Level 20
“I understand how hard it is to talk to people about MS. You don’t want pity or random advice.”–Teri Garr “Stop shaking your head when you sing. You’re trying too hard.” That was what my wife’s voice teacher told her ...(more)
Comment   |  Apr 18, 2013 from Fort Worth, TX
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Special Needs Trusts: Enhancing the Life of a Disabled Relative

by Steven L. Dick Level 17
It may not seem logical at first, but if you have a special needs child or relative, leaving a grant of cash in your will is not likely to do as much good as you might think, because it is likely to deprive him or her ...(more)
Comment   |  Mar 01, 2013 from Greeneville, TN
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Four Financial Differences in LGBT Relationships

by Jason Hull Level 20
        “A boy is not free to find a partner of his own as long as he must be the partner to his mother.” --Frank Pittman  With the changing of state laws across the nation, more and more same sex partners are ...(more)
Comment   |  Jan 22, 2013 from Fort Worth, TX
2 votes

Special Needs Planning for Family Member

by Andrew Thomas Ullmann Level 14
  THE SPECIAL NEEDS TRUST A thoughtful financial move for a loved one with a disability.   Presented by Andrew Thomas Ullmann   If you have a child with special needs or care for an adult relative who is mentally ...(more)
Comment   |  Jan 09, 2013 from San Antonio, TX
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Special Needs Planning

by Mark A. Trewitt, CLU, ChFC, AEP, CFP® Level 16
Here are the general topics within the context of "Special Needs Planning"     Goals of Special Needs Planning Special Needs Planning Steps Important Legal Documents Estimating Expenses Federal Government ...(more)
Comment   |  Jul 26, 2012 from Plano, TX
7 votes

Protecting the Future of Your Special Needs Child

by Thomas D. McCandless, CFA Level 8
Parenting a child with special-needs is filled with unique challenges and rewards.  As most parents know, support and guidance are essential to help your child grow.  As the parent of a special-needs child, you know ...(more)
Comment   |  Jan 19, 2012 from Greenwich, CT
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