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 our expenses?”
  • “We have to make sure you have a sound strategy to fund your Special Needs Trust.”

These statements–uttered by both parents and professionals–are made daily because my industry has made special needs planning into a process that is focused on keeping families stuck with limited expectations and a limited mindset about the future.

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