Ensuring Financial Security for Your Child with Special Needs: Insights from James Lange Seasoned financial expert James Lange, a CPA and parent of a child with a disability, shares mission-critical...
“I’m sorry but you’re name is not on the records as Elizabeth’s representative payee.” “But, I am her legal guardian, doesn’t that work?” “Not for Social Security ( SSA) you...
Are You In The Sandwich Generation and Need Help Doing It All? [Click to Listen to Podcast] Are you a caregiver for a child with special needs and an aging...
A Letter to Special Needs parents from the neurotypical sibling. No one likes to talk about what is going to happen when I am no longer here. Who is going...
Financial Planning I have always been a big thinker and quite an emotion-filled person. Even as a young person, I was the one to feel the worst when summer ended,...
[Listen to Podcast] Do you have a detailed “instruction manual” for your child with special needs? Or, do you have an “everything binder” with information about all-things-your-child? Today, we’re talking...
Planning for the future well-being of your children is a daunting task for any parent. The question for most parents is: where to even start?
10 Things You Should Know about ABLE Accounts What is an ABLE account? ABLE Accounts, which are tax-advantaged savings accounts for individuals with disabilities and their families, will be created...
Long-Term Security The vast majority of my clients who have children with special needs share the same goal: that they will outlive their children. The thought of leaving their loved...
Able Account or Special Needs Trust In December 2014, President Obama signed the Stephen Beck Jr. Achieving a Better Life Experience Act (“ABLE Act”) into law, authorizing states to create...
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