Help protect and improve the future lives of entire families with this essential financial planning guide, ideal for parents of a child with a disability and service providers who support them. Developed by two financial planning experts who also have family members with special needs, this one-of-a-kind book is an absolute must-have as parents and other caregivers plan for the lasting financial independence of their families.
Transforming the financial planning presentations they've given to families across the country into a thorough, easy-to-read resource, the well-known authors give parents a chronological guide broken down into four critical life stages, so readers can turn right to the section that applies to them. For each stage from birth to adulthood, parents will get comprehensive advice and strategies on how to address
Included are all the tools families need to create an effective action plan for their finances: planning checklists and forms, a helpful glossary of financial terms, "planning pointers" that help readers remember key points, and extended case studies dramatizing other families' evolving challenges and solutions. Plus, the CD-ROM in the back of the book contains a helpful Financial Planning Timeline and a printable Letter of Intent that lets parents communicate key information, concerns, and desires to future caretakers.
A book parents will use for the rest of their lives - and a necessary addition to the reference library of every service provider - The Special Needs Planning Guide will awaken families' awareness about financial planning, give them what they need to get it done, and help them turn their dreams for their future into reality. To Order call 1-800-638-3775 (M-F, 8am -5pm), or
“A Must-Have for Families with Special Needs. A comprehensive guide with plenty of real world scenarios, tools, and advice. By far the best guide I have read so far. If you have a family member who lives with special needs, take this book to your financial adviser. If they are not aware of this info, find a new adviser. In special needs planning, doing the wrong thing can be worse than doing nothing at all.”
“A Must Read. I researched and ordered several books on the subject in preparation for creating my own son's Special Needs Trust, Limited Conservatorship, life planning, etc. This one puts it all together very well, and is a must have, and a must read. It was evident that the authors are experts in the financial planning field and have combined their professional expertise with their personal knowledge and passion as parents with special needs children of their own. This book will be an excellent resource for parents, family members and anyone who is involved with special needs children and adults.”
“In a word, this book is a goldmine. The book explains the differences between traditional and special needs financial planning and outlines extensively and concretely the questions you need to be asking yourself in order to be able to come up with some answers to very difficult planning questions. These authors address not only the financial piece of the puzzle but also integrate the family, psychological, and legal aspects of planning. The book is clearly laid out, addresses the planning needs in childhood, adolescence and adulthood and the authors shows a deep understanding of the highly difficult process of planning for the future of a disabled individual. The book provides a clear direction for what you need to be doing and when and greatly reduced my own feeling of being overwhelmed.”
“This is the definitive guide to Special Needs Planning, written by two authors whose personal experiences, depth of professional knowledge and financial expertise qualifies them perfectly. It is a superb book in every aspect, and will become indispensable to all parents who use it.”
“Excellent...simply written and understandable, yet concise enough to serve as a road map that will assist families of persons with special needs to navigate the highway of life from childhood to adulthood.”
“An extremely valuable resource for both families and professionals who seek to provide for the current and future care and quality of life of an individual with special needs.”
“A must-have reference ...[that] will serve as a great tool to help families navigate through the many challenges, while giving them thoughtful and practical solutions.”
“A treasure chest of information...held together with family values that close gaps and lead to goals.”
“[This book] will become a classic for families who have special needs children.… There is no other resource book like it for parents.”