Some family situations require additional plan considerations. Some parents need to make sure they provide for a child’s special needs. Other families have an asset or assets which require specific protections.

It is important to address those, proactively, to better control the situation instead of leaving it up in the air.

Plan Considerations for a Child with Special Needs

There are 3 main areas to consider when you create your plan to care for your child with lifetime special need concerns. Here are articles specific to each area to help understand each:
Guardianship: What, Why, When, How, & How Much
Public Support Programs: Protect & Maximize Base Provisions
– Parent Plans to Strategically Structure Assets for Your Special Needs Child

Plan Considerations for Asset Protection or Preservation

(coming soon)

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