Planning For Special Needs

By: Pooja & Amit
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  • Summary

  • As parents of a child with special needs, we discovered that the traditional financial plans and legal plans often didn’t address the needs of our unique family. Encountering challenges in finding a financial planner and an attorney to work with that had the experience, expertise, or credentials in special needs, we decided to become the expert ourselves. Today, we are a team of an Attorney(licensed to practice in Massachusetts) focused on Estate Planning/Special Needs Law/Elder Law and a CERTIFIED FINANCIAL PLANNER™ Professional/Chartered Special Needs Consultant designee/Enrolled Agent. We are required to operate under a fiduciary standard of care. We understand what it’s like to care for and parent this community, and we are here to help your family become empowered to rise above the everyday challenges and achieve your vision. No matter what your family’s financial resources are or what stage of life your loved one with special needs is at, we are here to empower your entire family.
    Copyright 2023 All rights reserved.
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Episodes
  • 3 Fundamental Elements of Special Needs Planning

    3 Fundamental Elements of Special Needs Planning
    Jun 1 2023

    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
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    3 mins
  • 10 Myths Debunked

    10 Myths Debunked
    Jun 1 2023

    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
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    5 mins
  • Why we are doing what we are doing

    Why we are doing what we are doing
    Jun 1 2023

    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
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    1 min

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