011- Planning for Families with Special Needs Children

Financially Empowering Women

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10+ y ago 49:05

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For mothers of special needs children financial planning is not an option but rather a necessity! The child’s quality of life will depend upon your actions or inactions, as well as your ability and willingness to prepare today for tomorrow.

Planning for children with special needs must be coordinated within the parents’ personal financial plan. When we work with a family with special needs we need to balance Comprehensive financial planning for the entire family with the needs of the child while incorporating the various disability and government programs available, in order to utilize the best planning techniques.

Special needs attorneys play a critical role in the planning process for families with special needs members. Special Needs Trusts, guardianship, and support in getting desired services and benefits are all reasons to work with attorneys. It is very important to work with an attorney who specializes in these areas. In this podcast, we have invited Laurie Hauptman, from Hauptman and Hauptman (www.hauptmanlaw.com) to help us understand the role of a special needs attorney when you are putting together your plan.

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