Caring for those in Need

FINANCIAL PLANNING

Discuss The Future Needs Of Dependents With Special Needs: Topic Suggestions for Planning Meeting With Family/Friends

Discuss The Future Needs Of Dependents With Special Needs: Topic Suggestions for Planning Meeting With Family/Friends

Just as caring for a dependent with special needs is a family affair, so is the related planning. It is recom... Read More

Estate Planning for College Students with Special Needs 101

Estate Planning for College Students with Special Needs 101

Estate planning is an indispensable way to prepare for the uncertain future, and the value of this planning am... Read More

Securing Your Child’s Future: The Importance of Special Needs Trusts

Securing Your Child’s Future: The Importance of Special Needs Trusts

A parent’s wish is that their child grows to be an independent, productive member of their community. Fo... Read More

Overcoming Analysis Paralysis and Planning for Your Child’s Future

Overcoming Analysis Paralysis and Planning for Your Child’s Future

Being a caregiver to a child with a disability leaves you with a lot of worries about your child’s curre... Read More

Yes, You Do Need a Plan: Part 1 of 3

Yes, You Do Need a Plan: Part 1 of 3

Recent polls have shown that up to 80% of parents of children with special needs share the same biggest concer... Read More

Estate Planning for Families with Special Needs By Beth C. Manes, Esq.

Estate Planning for Families with Special Needs By Beth C. Manes, Esq.

Estate Planning is the process of “putting your affairs in order.” This means not just signing a L... Read More

Writing IEP Goals for Functional Money Skills at Any Age

Writing IEP Goals for Functional Money Skills at Any Age

IEP. Three little letters that pack a lot of punch for families of school-aged children with disabilities, who... Read More

Diagnostic Overshadowing

Diagnostic Overshadowing

Mitchell was taken to the ER because his supporter noted that he was becoming noticeably agitated, was refusin... Read More

Achieve the Best Results: Start your Plan Early and Work Step by Step

Achieve the Best Results: Start your Plan Early and Work Step by Step

Better late than never applies just as well in financial planning as in any other field. Many of my clients co... Read More

Financial Planning for Life’s Pressure Points

Financial Planning for Life’s Pressure Points

As a parent, one of the great advantages of planning for the future is that it provides you with a tangible gu... Read More

Tax Leveraged Financing Options for Medical Expenses Incurred by Families Caring  for Those with Special Needs

Tax Leveraged Financing Options for Medical Expenses Incurred by Families Caring for Those with Special Needs

Are Home Equity Loans and Retirement Plan Distributions Still Viable under Recent Legislation? As the number... Read More

Overcoming Medical Education and Training Barriers in The Bronx

Overcoming Medical Education and Training Barriers in The Bronx

Over 15 years ago, in a study sponsored by Special Olympics, it was noted that “56% of medical school st... Read More

How to Save Money without Losing Financial Assistance

How to Save Money without Losing Financial Assistance

People everywhere struggle with personal finance and people with disabilities are no exception. Creating a pla... Read More

Special Needs Trusts: One Size Does Not Fit All

Special Needs Trusts: One Size Does Not Fit All

Special Needs Trusts enable funds to be set aside for individuals with a disability without disqualifying a be... Read More

Being a Neurodiverse Advocate

Being a Neurodiverse Advocate

The word “advocate” can be defined in many ways. An advocate can be a person who publicly supports... Read More

The Special Needs Planning Process

The Special Needs Planning Process

Since it reopened, post-COVID restrictions firmly in place, Chicago’s Museum of Science and Industry is... Read More