Planning For Special Needs

Pooja & Amit

As parents of a child with special needs, we discovered that the traditional financial plans and legal plans often didn’t address the needs of our unique family. Encountering challenges in finding a financial planner and an attorney to work with that had the experience, expertise, or credentials in special needs, we decided to become the expert ourselves. Today, we are a team of an Attorney(licensed to practice in Massachusetts) focused on Estate Planning/Special Needs Law/Elder Law and a CERTIFIED FINANCIAL PLANNER™ Professional/Chartered Special Needs Consultant designee/Enrolled Agent. We are required to operate under a fiduciary standard of care. We understand what it’s like to care for and parent this community, and we are here to help your family become empowered to rise above the everyday challenges and achieve your vision. No matter what your family’s financial resources are or what stage of life your loved one with special needs is at, we are here to empower your entire family. read less
Kids & FamilyKids & Family
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What motivated us to start Planning for Special Needs podcast?
Mar 18 2023
What motivated us to start Planning for Special Needs podcast?
We understand what it’s like to care for and parent the special needs community, and we are here to help your family become empowered to rise above the everyday challenges and achieve your vision. Just ask!

Episodes

3 Fundamental Elements of Special Needs Planning
Jun 1 2023
3 Fundamental Elements of Special Needs Planning
Planning for the future is advisable for any family, but when it comes to families with special needs members, there are often unique considerations that cannot be overlooked. In this episode, we explore three important aspects that are necessary when planning for the better future of our special ones: 1) Financial Planning 2) Community Building 3) Legal Planning YouTube Video: https://youtu.be/KDIR6qVx1bg
10 Myths Debunked
Jun 1 2023
10 Myths Debunked
Financial planning for the special needs community is essential, and many misconceptions surround it. In this episode, I am debunking these myths to provide you with a better understanding of the importance of financial planning for special needs individuals and their families. YouTube Video: https://youtu.be/LV6PHTJnFGc
Why we are doing what we are doing
Jun 1 2023
Why we are doing what we are doing
Why we are doing whatever we are doing. Hoping to make this world a better place for all special ones. YouTube Video: https://youtu.be/rz3L0_lXa5E
What’s the reason for your Inaction?
May 31 2023
What’s the reason for your Inaction?
Many of us are extremely busy caring for our loved ones - our special ones. We dedicate so much time to their immediate needs that we often forget to look beyond a couple of days. However, avoiding planning is not going to help our situation. By burying our heads under the sand, we miss out on valuable opportunities to improve our circumstances. YouTube video: https://youtu.be/fmtzh4vpEDo
Health Savings Account (HSA)
May 31 2023
Health Savings Account (HSA)
HSA is the best savings account you can have to save for your medical expenses. Youtube video: https://youtu.be/E4EFnY999CQ
Supplemental Security Income (SSI)
May 31 2023
Supplemental Security Income (SSI)
Who is eligible for SSI?How is the SSI benefit calculated?Countable income: work earnings, Social Security benefits, child support, and giftsExclusions from countable incomeLimits on countable assetsImpact of income and resources of spouse/parent/alien sponsorGifting and SSI benefitsGifts that don't cause disqualificationSelf-settled Special Needs Trust (SNT)
Top 10 mistakes to avoid while planning for your special one
Mar 18 2023
Top 10 mistakes to avoid while planning for your special one
Doing NothingDisinheriting the Loved OneAssuming Others Will Care for Your Loved OneUsing a One-Size-Fits-All Special Needs TrustFailing to Plan for More Than Public BenefitsFailing to Include Others in The PlanningChoosing the Wrong Management TeamFailing to Protect the Loved One From PredatorsFailure to Properly “Fund” and Maintain the PlanNot Using Specialized Professionals
What motivated us to start Planning for Special Needs podcast?
Mar 18 2023
What motivated us to start Planning for Special Needs podcast?
We understand what it’s like to care for and parent the special needs community, and we are here to help your family become empowered to rise above the everyday challenges and achieve your vision. Just ask!