Special Needs Financial Planning | Financial Planning for Special Needs Beyond Wills and Trusts
Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment.
Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment.
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Financial Planning for Special Needs Beyond Wills and Trusts

Financial Planning for Special Needs Beyond Wills and Trusts

Questions to Ask Yourself If You Think You are All Set!

Our experience has told us that the #1 mistake families make when planning for their family member with a disability is their feeling of security when they complete their estate plan.  The estate plan only addresses when you die, it is important to plan for when you are alive!

  1. Do you have enough money for you and your family for the rest of your life?
  2. Do you know how much will it cost to provide for your family member with a disability and do you have enough?
  3. Have you done everything to identify, maximize and protect your child’s eligibility for government benefits?
  4. Special Needs trusts  can be complex – are the people you’ve identified as part of your child’s life equipped and able to manage their responsibilities on their own?
  5. If you die tomorrow, will the people you appointed in your will and trusts be able to step in to fill the void you will leave? Have you shared your vision with them?

So, are you all set?

 

If you answered "No" to any question, your plan is not complete. We encourage you to seek the answers to all these questions.

Talk with us.

Yes, Please!