Do you have a loved one with special needs? Planning for the personal needs and financial security of a loved one who is disabled or has special needs may seem overwhelming, but by proceeding in an organized fashion, you can provide for the security and well-being of a loved one.
In this seminar on Special Needs Planning, you will learn:
- How to balance your present and future needs with your loved one’s present and future needs
- Steps to create and implement personal care, financial, and legal plans for your loved ones
- Sources of government benefits
- The role of special needs trusts, including their interaction with Supplemental Social Security Income (SSI) and Medicaid