Special Needs.
Special Planning.

Let us help you make the right decisions to both build
and guard the future of your child with special needs.

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Children with special needs also need special financial considerations. That’s why Heath Burch and Scott Adams founded the Special Needs Planning Center. Their goal is to help parents throughout the different stages of their child’s development, while also helping the parents reach their own financial goals.

Planning Services

When caring for a child with special needs, the options can be overwhelming. The dedicated team at The Special Needs Planning Center can help you create financial plans that will help ensure a level of quality care for your child during and after your lifetime, and will prepare you and your family for the following:

Meeting Social Security Qualification Guidelines
Establishing Special Needs Trusts
Retaining Guardianship
Coordinating Family Assets
Creating Continuity of Care Documents
Planning for Post-Education
Settlement Planning
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Resources

When you have a child with special needs, there is so much you need to know to reach your financial goals for yourself and your family. In addition to meeting with one of our advisors, here are some additional tools to help along the way.

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Social Security Administration Announces 2021 COLA
What you should know about the most recent cost-of-living adjustment. On October 13, 2020, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 1.3 percent cost-of-living adjustment (COLA) for 2021. This adjustment will begin with benefits payable to more than 64 […]
April 2021 Economic Update
U.S. Markets Improved economic conditions and broadened vaccine programs ignited a broad stock market rally, though rising treasury yields dragged on technology and high-growth stocks. The Dow Jones Industrial Average led, picking up 6.62 percent. The Standard & Poor’s 500 Index rose 4.24 percent while the […]
March 2021 Economic Update
U.S. Markets Stocks notched a solid gain in February thanks to growing optimism surrounding the economic recovery and decreasing number of COVID-19 infections. The Dow Jones Industrial Average led, picking up 3.17 percent. The Standard & Poor’s 500 Index rose 2.61 percent, while the Nasdaq Composite […]
August 2020 Economic Update
U.S. Markets Stock prices surged in August as investors cheered positive news of a potential COVID-19 treatment and welcomed a month-long succession of upbeat economic data. The Dow Jones Industrial Average rose 7.57 percent, the Standard & Poor’s 500 Index climbed 7.01 percent, and the Nasdaq […]
What, Where, Why and When Must a Special Needs Trust Be Reported to Government Agencies?
Note: Reprinted with permission of the Special Needs Alliance. One of the most common questions attorneys are asked after drafting a Special Needs Trust (“SNT”) is, “do I have to tell Social Security and Medicaid about the trust?”  The short answer is yes.  Of course, the […]
Customizable Visa Card Offers Flexibility to Beneficiaries
Note: Reprinted with permission of the Special Needs Alliance. Evaluating the Alternatives The last issue of The Voice introduced the True Link card, a customizable Visa card that enables individuals with special needs to conveniently make purchases without affecting their needs-based government benefits. Families and trustees […]

Workshops

Interested in learning more about how you can plan for your family’s future? Come to our workshops.