Special Needs Planning

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Special needs planning is a process that identifies the financial, legal, and lifetime needs for you, your family and your loved one. It doesn't end with the identification of necessary financial tools and legal documents, but also includes the action steps that you need to take to ensure a bright future for everyone in your family during three distinct times of life: while you are alive & well; while you are alive, but are no longer able to be your loved one's primary caregiver because of your own health issues; and, when you pass away.

In this series of three podcasts, Founder of A Special Needs Plan, Ryan Platt, MBA, ChFC, ChSNC, along with Margaret Gaffney, Transitions Coordinator for A Special Needs Plan, will assist parents in their understanding of special needs trusts, the 3 mistakes parents need to avoid in special needs planning, and government benefits to be aware of.

Podcast #1: Special Needs Trusts

Podcast #2: The 3 Mistakes Parents Need to Avoid

Podcast #3: Government Benefits

Resources:

A Guidebook to Special Needs Planning

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About Author

Page Cvelich

College/Teen Program Manager

Page Cvelich has brought a wealth of knowledge to the Work/Life Center from prior experience as a high school guidance counselor and parent education coordinator. Page has been responsible for setting up a high school college and career center, designing a career exploration program for teens and serving as a counselor at a backpacking camp in the Rockies. In her role as Teen/College Program Manager, Page enjoys interacting with small groups of parents and teens, as well as consulting one-on-one with parents and referring them to resources so that they are better able to provide the support and encouragement their kids need.

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