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The Special Needs Planning Guide: How to Prepare for Every Stage of Your Child's Life

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Developed by two financial planning experts who also have family members with special needs, this one-of-a-kind book is an absolute must-have as parents and other caregivers plan for the lasting financial security of their families. Transforming the financial planning presentations they’ve given to families across the country into a thorough, easy-to-read resource, the well-known authors give parents a chronological guide for each stage from birth to adulthood. Parents will get comprehensive advice and strategies on how to address







Included are all the tools families need to create an effective action plan for their planning checklists and forms, a helpful glossary of financial terms, “planning pointers†that help readers remember key points, and extended case studies dramatizing other families’ evolving challenges and solutions. Plus , the CD-ROM in the back of the book contains a helpful Financial Planning Timeline and a printable Letter of Intent that lets parents communicate key information, concerns, and desires to future caretakers. A book parents will use for the rest of their lives, this guide is also a necessary addition to the reference library of every service provider.

336 pages, Paperback

First published April 27, 2007

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Profile Image for Stephanie.
752 reviews
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March 5, 2017
Comprehensive look at estate planning and other considerations for a special needs child
Profile Image for Greg.
1,624 reviews25 followers
May 31, 2010
Best resource I've found so far. Doesn't provide every detail you'll need but that would be a tall order. Just the overview I needed to feel prepared going into this process. I particularly appreciated the structure of the book in that if I ever needed to find something in it, I wouldn't have a problem at all!
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