Families across the country have shared with our team that they know that they need to plan for the future. They’ve been reminded of that reality over and over again by well-meaning professionals. But these families often share with us that they feel stuck in their current circumstances and incapable of moving beyond that to … Continue reading 5 Reasons Families Don’t Create A Special Needs Plan…And What To Do About It
Tag: Financial Plan
Special Needs Planning: Why the Traditional Planning Industry has it ALL BACKWARDS
Author: Phillip C. Clark, Founder and President, ENABLE Special Needs Planning, LLC Consider these statements… “My child won’t ever be able to do ____.” “We need to figure out how we are going to support our child when we, as parents, are gone.” “How can we make sure our government benefits cover all of … Continue reading Special Needs Planning: Why the Traditional Planning Industry has it ALL BACKWARDS
ABLE vs. SNT: Similarities and Differences
Many families with children with special needs have questions about ABLE Accounts and Special Needs Trusts (SNT), including: What are the similarities and differences between them? Should I set up an ABLE account, a SNT, or both? How will planning in this area help my child live a purposeful and impactful life? There are many … Continue reading ABLE vs. SNT: Similarities and Differences
Can I Open an ABLE (Achieving a Better Life Experience) Account in my State?
Wondering whether you can open an ABLE account in your state? Here's the GREAT news: "No matter which state you call home, you can open your ABLE account in any state with an active ABLE program" (ABLE National Resource Center). {If you need a refresher on what an ABLE account is and what it does, … Continue reading Can I Open an ABLE (Achieving a Better Life Experience) Account in my State?
Take the Quiz: How Well Planned Are You?
Now that you’re familiar with all FIVE areas of Comprehensive Special Needs Planning it’s time to evaluate how you’re doing with your own planning process. Click the link below to use our Special Needs Planning self-assessment tool to evaluate how well planned you are, including areas where you’re well planned and areas where there may be … Continue reading Take the Quiz: How Well Planned Are You?