How to Prepare for Every Stage of Your Child's Life, Second Edition
The Special Needs Planning Guide
Special Education

How can families of children with disabilities plan for lasting financial security at every stage of life? Find clear answers in The Special Needs Planning Guide, a step-by-step companion for parents as they progress through the complexities of planning for the future of their family and their child. Written by two financial planning experts who are also a parent and a sibling of a person with disabilities, this bestselling how-to guide is now in its second edition.

 

Contains Companion Materials
Paperback
Coming Soon!$34.95
Qty:
STOCK NUMBER ISBN
54296 978-1-68125-429-6
COPYRIGHT PAGES
2022 352
AVAILABILITY
Not Yet Published

How can families of children with disabilities plan for lasting financial security at every stage of life? Find clear answers in The Special Needs Planning Guide, a step-by-step companion for parents as they progress through the complexities of planning for the future of their family and their child. Written by two financial planning experts who are also a parent and a sibling of a person with disabilities, this bestselling how-to guide is now in its second edition.

Revised, reorganized, and carefully updated to reflect current law, this book gives families the real-world advice, strategies, and actions needed to plan for both their future and the well-being and security of their child. With clarity and compassion, the authors guide families in addressing five critical factors involved in special needs planning— family and support, emotional, financial, legal, and government benefits factors—at every stage of their child’s life, from birth through adulthood. Throughout the book, readers will learn from the stories and advice of other caregivers, get helpful planning pointers and key questions to answer, and take action with the chapter lists of Next Steps. To help families customize the information in this book for their specific needs, this new edition also offers a complete package of online resources, including a fillable Special Needs Planning Timeline, easy-to-use financial planning worksheets, and an in-depth Letter of Intent template families can use to map out their vision for their child’s life.


Informed by decades of personal and professional experience, this reader-friendly guidebook will help families educate themselves about financial planning, create a complete action plan for their future, and provide the knowledge and the tools they need to work toward a secure and full life for their child.  


WHAT’S NEW:

  • Fully revised chapters and online resources
  • A 10-step process that breaks complex planning into manageable tasks
  • Letter of Intent now available as a fillable PDF
  • Excel worksheets for easy planning
  • New chapters on Foundational Financial Strategies and Tools, and Advanced Strategies and Special Circumstances
  • Helpful information on ABLE accounts, housing options, and military Survivor Benefit Plans
  • New planning tips, pointers, and case stories
  • Guidance on creating a Team to Carry On beyond the parents’ lifetimes

SELECTED TOPICS COVERED: special needs trusts funding · trustee selection · insurance strategies · investment guidance · estate planning · legal settlements · government benefits, such as SSI, SSDI, and housing benefits · goal-setting · advocacy · hiring financial and legal professionals · sibling considerations · contributions of extended support networks · retirement plans · guardianship and less restrictive alternatives

 

Section I Your Planning Essentials
Chapter 1 The Special Needs Planning Timeline
Chapter 2 An Overview of Special Needs Planning
Section II The Five Factors
Chapter 3 The Five Factors to Consider in Special Needs Planning
Chapter 4 Family and Support Factors
Chapter 5 Emotional Factors
Chapter 6 Financial Factors
Chapter 7 Legal Factors
Chapter 8 Government Benefit Factors
Section III A Plan for Your Family
Chapter 9 Building Your Financial Framework
Chapter 10 Building Your Special Needs Plan
Chapter 11 Steps 1 and 2: Creating Your Vision
Chapter 12 Steps 3 and 4: Gathering Your Information
Chapter 13 Steps 5 and 6: Assessing Your Child’s Needs
Chapter 14 Steps 7 and 8: Doing Your Analysis
Chapter 15 Steps 9 and 10: Gathering Your People
Section IV Frequently Asked Questions, Tips, Tools, and Strategies
Chapter 16 Foundational Finance Strategies and Tools
Chapter 17 Advanced Strategies and Special Circumstances

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This title has additional material available on the Brookes Download Hub. The following will be available upon publication.
  • Letter of Intent
  • Excel worksheets for easy planning
  • A fillable Special Needs Planning Timeline
  • Financial planning worksheets