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Grab your COMPLIMENTARY COPY of Making Sense of Special Needs Finance: A Caregiver's Guide to Financial Stability. 

Are you a parent, caregiver, family member, or professional directly involved in the financial planning and care of an individual/individuals with special needs or disabilities?

"Making Sense of Special Needs Finance: A Caregiver's Roadmap to Financial Stability" is a comprehensive guide that addresses the unique financial challenges and considerations surrounding special needs care.


This book offers practical advice, real-life examples, and expert insights to help you navigate the complex world of special needs financial planning. 

  • Develop a deeper understanding of the legal aspects of special needs financial planning, including estate planning*, special needs trusts, and guardianship. 

  • Learn about the various government programs available and how to maximize the benefits they offer to individuals with special needs. 

  • Gain insight into the different types of living arrangements and transition planning for individuals with special needs, along with the resources available to support these options. 

  • Discover tax planning strategies** and tips specifically tailored to the unique requirements of special needs families. 

  • Explore the intricacies of guardianship, conservatorship, and alternative arrangements to ensure the long-term well-being of your loved one.



Our comprehensive roadmap will also help you build a strong support network by connecting you with experienced professionals, such as attorneys and financial advisors, who specialize in special needs planning. This collaboration helps ensure that your loved one's financial plan is not only robust but also adaptable to the ever-changing landscape of special needs finance. 


In about 60 minutes, Making Sense of Special Needs Finance, aims to better prepare you to make the crucial decisions that impact the financial stability and well-being of your loved one with special needs. 

For more information about our special needs program, visit our "Families with Special Needs Page".

As your state may have specialized laws and regulations regarding Special Needs, please consult your own personal attorney or tax counsel for advice on state-specific legal and tax matters.

*Estate Planning services are provided working in conjunction with your Estate Planning Attorney. Consult them for specific advice on legal matters.

**Tax Planning services are provided working in conjunction with your Tax Attorney and/or CPA.

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