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Financial Planning for Families with Special Needs

Investing Financial Planning Videos

The most important thing in your life is your child. And for parents with a special needs child that requires specialized care, the most significant concern is what happens to my child when I am gone or can no longer advocate for them. How would your child be financially taken care of?

Watch our 85-second video to learn about how we help families with special needs.


Balance

Planning for children with special needs must be coordinated within the parents’ personal financial plan. You need to balance:

  • Financial planning for the entire family, with
  • Disability and government programs and the eligibility requirements in order to utilize the best planning techniques. Various government programs and benefits may be available to children with special needs, including the rules and regulations surrounding Medicare, Medicaid and Social Security. 

Legal Planning

Special needs attorneys play a critical role in the planning process for families with special needs members. Special needs trusts, guardianship, and support in getting desired services and benefits are all reasons to work with attorneys. When planning for a special needs family member, it is important to coordinate financial services with legal services.

Contact Baron Financial Group to learn more about planning for a special needs family member.

Disclosure: This is a general communication being provided for informational purposes only. It is educational in nature and not designed to be advice or a recommendation for any specific investment product, strategy, plan feature or other purpose in any jurisdiction. Past performance is no guarantee of future results.  Every investment strategy has the potential for profit or loss. This material is not intended to be relied upon as a forecast, research, tax or investment advice.  You are encouraged to seek financial, tax and legal advice from your professional advisors. For additional information about Baron Financial Group, visit our website at www.baron-financial.com for a copy of our Form CRS client relationship summary.