Free Guide for Parents & Caregivers
The Special Needs Family Financial Planning Guide
Feeling overwhelmed about where to start? You're not alone. This free guide walks you through 7 steps to a complete, coordinated plan for your child's future: protecting their benefits, setting up the right trust, estimating lifetime costs, and choosing the people who will carry your wishes forward. It's written in plain English, with worksheets you can fill in as you go.
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Begin with Step 1, the Life Plan worksheet on page 5. It takes about 20 minutes and shapes everything that follows.
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What's inside
- A Life Plan worksheet for your child's future
- A Letter of Intent template for future caregivers
- How to choose advocates and a guardian
- SSI, Medicaid, and Texas waiver interest lists
- Estimating your child's lifetime financial need
- Special needs trusts and estate planning basics