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You may also like: Financial Planning for Families with Special Needs About the author: Thomas Rindahl Thomas Rindahl, PhD, MBA, CLU®, ChFC®, CFP®, LUTCF, BFATM, is a financial advisor in Tempe ...
Most special needs trusts are created by a parent, grandparent, or other family member but the disabled individual may be able to create the trust himself depending on the program for which they ...
On this episode of The Long View, Cindy Haddad, an expert on financial planning for people with disabilities and their families and senior vice president and wealth advisor for Sequoia’s special ...
Contributor Mark Miller discusses the government assistance available to special-needs family members, the role of ABLE accounts, and retirement plans that involve the whole family.
Financial planning is absolutely essential when someone with special needs depends on you for care and support. Yet when day-to-day demands consume every waking moment, it can be hard to find the ...
Attorney Stephen Yim, founder of Yim & Yempuku, joins producer/host Coralie Chun Matayoshi to discuss what to do to ensure ...
“When you plan for people with disabilities, everyone's goal is the same — to provide security for their family member,” says John Nadworny, a partner with Special Needs Financial Planning ...
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There are also ways to preserve your special-needs child¿s eligibility for need-based government assistance after they turn 18. To meet requirements for Medicaid and supplemental-income programs ...
As a child with special needs approaches age 18, families must prepare for continued decision-making for that child and secure legal authority to do so.