Free Special Needs Guides

Helping families preserve assets and government benefits

If you have a child with special needs, doing careful planning is essential. You want to ensure that the child maintains as high a quality of life as possible while preserving eligibility for government benefits, either now or in the future.

These three guides discuss the basic components of special needs planning, highlighting the unique financial and legal needs of persons with disabilities as well as unsound planning approaches that should be avoided.

The guides won't necessarily answer all your questions, but they do outline the fundamental strategies for preserving access to essential public benefits while ensuring your loved one the best future you are able.

10 Mistakes in Special Needs Planning

Special Needs Planning

Guide to Memorandum of Intent


View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts