How to Plan for Children and Adults with Special Needs
Adult & Continuing Education / FINANCE -
Fall 2020 - Virtual
In this educational webinar you are going to be learning important information to protect your kids and your family's wealth, including:
How to determine if your child needs a full or limited Conservatorship with the local courts, or possibly a less intrusive alternative, to enable you to retain the legal ability to make medical, financial and personal decisions when your child with disabilities becomes a legal adult.
How to use ABLE Accounts if your child will be a semi-independent adult, so he or she can manage money and accumulate some savings without jeopardizing benefits eligibility.
How to prepare the “next in line” caregivers to manage your child’s affairs if you ever become sick, disabled or pass away and can no longer provide care. We’ll show you legal tools to utilize (i.e. Living Trusts, Special Needs Trusts) so you can have the peace of mind knowing your child will always be cared for the way you want and that their future security is not jeopardized because of money mismanagement or misunderstanding of the role.
Easy ways to “fund” a lifetime of care for your child. We’ll show you how to utilize solid legal tools, financial strategies and insurance to ensure your child is financially secure both now and well into adulthood.