Download our Checklist: What Issues Should I Consider For My Child With Special Needs?

Parents who have children with special needs must deal with a unique set of planning issues. In addition to health, educational, and care planning issues, special needs present complex financial issues for families to address. These planning conversations are as important as they are difficult, and they require a direct but delicate approach. This checklist can be especially helpful for families with individuals who have special needs.

To help guide your family as you think through these issues related to special needs planning, we have created this checklist. It covers key considerations, including:

Qualification for needs-based public benefits | ABLE accounts and special needs trusts | Tax planning opportunities | Estate planning challenges | Lifelong support considerations