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Category:
Important Life Events & Decisions

Children With Special Needs Issues

Updated 12/01/2024

What Issues Should I Consider For My Child With Special Needs?

Clients who have children with special needs must deal with a unique set of planning issues. In addition to health, educational, and care planning issues, special needs present complex financial issues for families to address. These planning conversations are as important as they are difficult, and they require a direct but delicate approach. This checklist can be especially helpful for advisors who are not experts in respect to individuals who have special needs.

To help guide your conversations with clients about special needs planning issues, we have created this checklist. It covers key considerations, including:

  • Qualification for needs-based public benefits
  • ABLE accounts and special needs trusts
  • Tax planning opportunities
  • Estate planning challenges
  • Lifelong support considerations
Related Guides
Having (Or Adopting) A Child
Category: Important Life Events & Decisions
Starting Out Financially
Category: Important Life Events & Decisions
Children & Financial Independence Issues
Category: Important Life Events & Decisions

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“These tools look great. They will really help me share quality content with those I assist and will allow us to reduce errors. Furthermore, these tools really help our teams look professional and solidify us as true planners”
— Shane, an advisor
“I can’t tell you how much I appreciate the Flow Charts you are providing. Helps me feel a little less crazy as an advisor.”
— Tami C, an advisor in Colorado
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“Our firm had been looking for something like this for so many years. A standardized checklist or flowchart of important issues to consider, and a way to integrate the responses into our system. When we stumbled across your service, I couldn't have signed up any quicker. We now use the checklists to conduct monthly webinars about the all of the important topics”
— An advisor in Texas
“Love the Redtail integration - it’s been instrumental in my prep for my client reviews. I’m finding my self being over-prepared because of the robust lists which is great.”
— Don, and advisor in California
“It’s brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”
— Meghan, an advisor in Georgia
“Our team has really liked the charts and were particularly pleased with the traditional IRA vs. 401k for a business and the QBI chart.”
— Scott, an advisor in Oregon
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