Checking off the peace-of-mind boxTM ☑
I began doing special needs planning in the fall of 2011 with a colleague whose son has Autism. We began giving educational workshops to families that have a child with special needs discussing the importance of doing holistic planning that plans for the parents and child alike. Most families I found really have no concrete plan in place for their child nor are they aware of how estate planning, financial planning, and public benefits should intersect together. Over the years I've now been a part of 50+ seminars to families including for the Northeast Arc, North Shore Education Consortium, Hopeful Journey's, North Reading SEPAC, Lexington SEPAC, NAMI, and many other groups and organizations. The past few years I've been especially passionate about the Down syndrome community, as my brother-in-law Alex has Downs, we couldn't be prouder of him and all he's accomplished! I currently sit on the Massachusetts Down Syndrome Congress Business Advisory Council.
Articles We’ve Had Published on Special Needs Planning
How Life Insurance Can be Used to Fund a Special Needs Trust
Special Needs Planning: Dealing with the Full Picture
Three Mistakes Business Owners That Have a Child with Special Needs Make
How Much Should Go Into Your Special Needs Trust
How Much Should Go Into Your Special Needs Trust
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