Planning For Special Needs Pooja & Amit
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- Kids & Family
We understand what it’s like to care for and parent the special needs community, and we are here to help your family become empowered to rise above the everyday challenges and achieve your vision.
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3 Fundamental Elements of Special Needs Planning
Planning for the future is advisable for any family, but when it comes to families with special needs members, there are often unique considerations that cannot be overlooked. In this episode, we explore three important aspects that are necessary when planning for the better future of our special ones:
1) Financial Planning
2) Community Building
3) Legal Planning
YouTube Video: https://youtu.be/KDIR6qVx1bg -
10 Myths Debunked
Financial planning for the special needs community is essential, and many misconceptions surround it. In this episode, I am debunking these myths to provide you with a better understanding of the importance of financial planning for special needs individuals and their families.
YouTube Video: https://youtu.be/LV6PHTJnFGc -
Why we are doing what we are doing
Why we are doing whatever we are doing. Hoping to make this world a better place for all special ones.
YouTube Video: https://youtu.be/rz3L0_lXa5E -
What’s the reason for your Inaction?
Many of us are extremely busy caring for our loved ones - our special ones. We dedicate so much time to their immediate needs that we often forget to look beyond a couple of days. However, avoiding planning is not going to help our situation. By burying our heads under the sand, we miss out on valuable opportunities to improve our circumstances.
YouTube video: https://youtu.be/fmtzh4vpEDo -
Health Savings Account (HSA)
HSA is the best savings account you can have to save for your medical expenses.
Youtube video: https://youtu.be/E4EFnY999CQ -
Supplemental Security Income (SSI)
Who is eligible for SSI?
How is the SSI benefit calculated?
Countable income: work earnings, Social Security benefits, child support, and gifts
Exclusions from countable income
Limits on countable assets
Impact of income and resources of spouse/parent/alien sponsor
Gifting and SSI benefits
Gifts that don't cause disqualification
Self-settled Special Needs Trust (SNT)