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Special Needs Planning

 Overwhelmed!

That single word likely sums up the thoughts, feelings, concern and stress of a family planning the future for their loved one with special needs. The task is enormous, complex, and encompasses many different facets that require outside specialists. You must consider their social and financial future, while learning and understanding a new vocabulary and an array of acronyms in the process. SSI, SSDI, SNT, ABLE, POA, and LOI are just a few. The best way to tackle any big task is to break it down into small, more manageable tasks. Our goal is to help you with the process. Do not try to complete these steps in one, two or even three sittings. Set reasonable goals like one step a month. At the same time, many of these
steps will need to be revisited from time to time to improve the overall plan.

IMPORTANT BEGINNING STEPS

ESTATE PLAN

EMPLOYER BENEFITS

GOVERNMENT BENEFITS

EDUCATION & THERAPY PLAN

LIFE CARE PLAN (LCP) AND LETTER OF INTENT (LOI)

Our Important Beginning Steps
brochure takes a more in-depth look.

 Contact us to schedule a complimentary, no obligation consultation with our team.


Contact us to inquire about having a WWK professional speak at an event for your special needs organization. Please provide the date, time and location of your event.


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