Special Needs Financial Planning

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Special Needs Financial Planning

Author : Lusina Ho
ISBN : 9781108481205
Genre : Law
File Size : 51.28 MB
Format : PDF, Mobi
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First comparative study of major special needs financial planning mechanisms, namely guardianship, enduring/lasting powers of attorney, and special needs trusts.
Category: Law

The Complete Guide To Creating A Special Needs Life Plan

Author : Hal Wright
ISBN : 9780857006844
Genre : Family & Relationships
File Size : 21.78 MB
Format : PDF, ePub, Docs
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The purpose of special needs planning is to create the best possible life for an adult with a disability. This book provides comprehensive guidance on creating a life plan to transition a special needs child to independence or to ensure they are well cared for in the future. Beginning with a vision of a meaningful life for the child, Hal Wright explains how to form a practical plan to reach these goals, how to mentor personal empowerment and task skills, and how to create circles of support to sustain a life plan. He next looks at employment and residential options, and government programs available in the United States. Finally he talks the reader through important financial and legal considerations, including how to fund and manage a special needs trust. This book will be essential reading for all parents or guardians of a child with a cognitive, mental or physical impairment. It will also be of interest to attorneys, financial planners, insurance agents, trust officers and other professionals looking to better serve the special needs community.
Category: Family & Relationships

Special Needs Trusts

Author : Kevin Urbatsch
ISBN : 9781413324112
Genre : Business & Economics
File Size : 35.13 MB
Format : PDF, ePub, Mobi
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Presents advice on setting up and managing a special needs trust, covering trust benefits, funding, duties of trustees, pooled trusts, taxes, wills, and death of beneficiaries.
Category: Business & Economics

Administering The California Special Needs Trust

Author : Kevin Urbatsch
ISBN : 9781462060511
Genre : Law
File Size : 88.22 MB
Format : PDF, Docs
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In Administering the California Special Needs Trust, author Kevin Urbatsch presents a guide for anyone assigned the duty of managing a Special Needs Trust for a person with a disability. Though geared toward those who never have administered a trust, it also provides sophisticated answers for experienced trustees concerning some of the unique responsibilities a trustee of a special needs trust will encounter. Urbatsch, a California attorney who has years of experience in assisting trustees to manage special needs trusts, has written extensively for both attorneys and families on how best to establish a special needs trust. Administering the Special Needs Trust addresses specific California issues that a special needs trust trustee encounters daily. In a question-and-answer format, it addresses how to • avoid the most common mistakes made by SNT trustees; • understand the type of public benefits available for California persons with disabilities; • learn how SNT disbursements will affect these public benefits; • best pay for a person with a disability's housing, caregiver costs, transportation, and related expenses; • handle SNT investments, accountings, and taxes; • terminate the SNT. With checklists, form documents, and law summaries included, Administering the Special Needs Trust contains a wide range of information for those charged with the responsibility of managing a special needs trust for people with disabilities.
Category: Law

The Wall Street Journal Complete Estate Planning Guidebook

Author : Rachel Emma Silverman
ISBN : 9780307461285
Genre : Business & Economics
File Size : 63.23 MB
Format : PDF, ePub, Mobi
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Let’s face it: you can't avoid death or taxes. But you can create an estate plan that will make both a whole lot easier for your loved ones and put you in control of how your assets will get passed to your heirs. Here, Wall Street Journal personal-finance reporter Rachel Emma Silverman walks you step-by-step through the process. Chock-full of clear and solid advice on how to get the most out of the main estate planning tools - including wills, trusts, life insurance, guardianship papers, and powers-of-attorney documents - the Wall Street Journal Complete Estate-Planning Guidebook will help make your estate-planning process as simple, smooth, and unintimidating as possible. This book will help you: · Clarify your estate-planning goals, such as dividing up property for heirs, reducing taxes or leaving money for charity · Understand the key estate-planning documents you’ll need, including wills, beneficiary-designation forms, powers-of-attorney and health-care advance directives · Decode the technical jargon that estate planners often use, so you feel comfortable discussing QTIPs and QPRTs when you sit down with your lawyer. · Reduce possible estate, gift or generation-skipping taxes and legal and probate fees – decreasing what goes to the tax man and increasing what goes to your heirs · Learn strategies to divide money and personal property among your heirs, and reduce the possibility of family fights · Discuss sensitive estate-planning issues with your family · Maintain your estate-plan over time, including how to store and when to update your documents With completely up-to-date information on how to navigate the new 2011 estate tax legislation, and thoughtful advice on how to handle your estate in complicated situations – like if you’re single, in a same-sex relationship, or wish to provide for children with special needs - this is the estae-planning guide for today’s messy and complicated world. One of the biggest estate planning mistakes people make, says Silverman, is waiting too long to start. Which is why the Wall Street Journal Complete Estate-Planning Guidebook isn’t just for those planning for retirement or their golden years. It’s for anyone, of any age, who wants the peace of mind of knowing that your wishes will be respected and your hard-earned money will get passed on as you would like.
Category: Business & Economics

Autism In Adolescents And Adults

Author : Eric Schopler
ISBN : 0306410575
Genre : Psychology
File Size : 84.55 MB
Format : PDF, ePub
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The state of North Carolina has had a longstanding concern and com mitment to the understanding and treatment of autistic, communications handicapped children and their families. This commitment found expres sion in the only comprehensive statewide program for families confronted with this disability, Division for the Treatment and Education of Autistic and related Communication handicapped CHildren (Division TEACCH). Our program staff has been privileged to respond to this commitment by developing and providing the needed services, and to engage in research informed by our clinical experience. Although many of the problems con cerning these developmentally disabled children remain to be solved, substantial progress has been made during this past decade of collabo ration among professionals, parents, and their government representa tives. The TEACCH staff has resolved to mark the effectiveness of this collaboration by holding a series of annual conferences focused on the several major issues confronting these children and their families. The conferences are held in order to bring together the best research knowl edge available to us from throughout the country, and to encourage par ticipation by the different professional disciplines and concerned parents. In addition these annual meetings form the basis for a series of books based on the conference theme. These books are, however, not merely the published proceedings of the presented papers: some chapters are expanded from conference presentations and many others were solicited from experts in the related areas of research and their service application.
Category: Psychology

Involving Parents Of Students With Special Needs

Author : Jill C. Dardig
ISBN : 9781452280684
Genre : Education
File Size : 79.65 MB
Format : PDF
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Bridge the communication gap with parents of children with special needs! The author provides 25 ready-to-use techniques for involving parents in the education of their children. General and special education teachers in Grades PreK–12 can use these strategies to reach the parents of students with a wide range of learning needs. This teacher-friendly resource provides sample materials and tips for: Using letters, telephone, email, newsletters, and progress reports to communicate with parents Conducting parent conferences and in-person meetings Connecting parents with resources Helping parents teach their children at home Dealing with home/school conflicts Preparing a parent involvement action plan
Category: Education

Tax Resolution And Financial Freedom Using The Financial Planning Process To Resolve Irs Tax Problems

Author : Scott Spann
ISBN : 9780578014777
Genre : Business & Economics
File Size : 32.41 MB
Format : PDF, ePub, Mobi
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The LifeSpan Process of Tax Resolution and Financial Freedom is a step by step approach to dealing with IRS tax problems. This book is designed to help individuals with tax liabilities understand how the financial planning process can work to help them deal with the IRS while eliminating negative financial behaviors that often lead to tax troubles. It may also be used as a tool for tax and financial planning professionals to establish tax debt management programs for their clients. Tax Resolution and Financial Freedom explains how to identify and implement the ideal solution to tax problems. The tax resolution plan outlined in this book uses the basic financial planning process to help people take control of tax and financial problems. The ultimate goal is to achieve tax resolution and financial freedom. If you or someone you know is experiencing financial stress related to tax debt, the steps of the LifeSpan Process provide the best path to Tax Resolution and Financial Freedom.
Category: Business & Economics

Rattiner S Review For The Cfp R Certification Examination Fast Track Study Guide

Author : Jeffrey H. Rattiner
ISBN : 0470485205
Genre : Business & Economics
File Size : 64.8 MB
Format : PDF, ePub
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The proven CFP Study Guide that delivers just what you need to succeed! A quick-study guide for candidates preparing to take the CFP Certification Examination, Rattiner's Review for the CFP® Certification Examination distills the bare-bones essentials you need to know to pass this challenging exam, all in a logical and easy-to-absorb manner. This indispensable study tool for students who have already been through traditional CFP educational programming—and just need a little extra help pulling it all together—provides a no-nonsense approach to studying for some of the most important disciplines of financial planning, including: PFP, insurance, employee benefit, investments, income tax, retirement, and estate planning. Each discipline contains short and concise statements emphasizing key points through mnemonic devices, study tips, and other established test-taking methods that provide helpful hints. Rattiner's Review for the CFP® Certification Examination, Third Edition has been thoroughly updated to include: Reviews from recent CFP Exam students who compare the CFP Board curriculum to this Third Edition, ensuring that all topics are covered adequately New, easy-to-follow flowcharts at the beginning of each chapter highlight the macro level perspective of each subject discipline Basic calculator keystrokes for investment math, retirement, life, and education needs analysis, and other important calculations New multiple-choice questions as well as new charts and tables for quick memorizations New acronyms to help put things into a simplified perspective and help students tie back to the big picture flowchart Perfect as a quick-reference guide to complement all CFP texts and self-study materials, it also serves as an important one-stop resource for financial services professionals who want information in a hurry. Stay organized, on track, and focused with Rattiner's Review for the CFP® Certification Examination, Third Edition.
Category: Business & Economics

Special Needs Trusts

Author : Stephen Elias
ISBN : 9781413321425
Genre : Business & Economics
File Size : 27.50 MB
Format : PDF, Kindle
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Planning for the financial future of a loved one who receives disability? Understand that giving this person anything of value (such as in a regular will or trust) will result in a reduction of SSI and Medicaid. Avoid this cruel result by creating a special needs trust. This book explains how these trusts work, and shows you how to set one up, with or without a lawyer.
Category: Business & Economics

Why Do You Need A Transition Portfolio A Resource Guide For Parents And Caregivers Of Students And Young Adults With Developmental Disabilities

Author : Dr. Teri Doolittle
ISBN : 9781105884061
Genre : Family & Relationships
File Size : 52.86 MB
Format : PDF
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Do you have a teen or young adult with a developmental disability who has moderate to severe communication issues, but could benefit from job training or transition programs? Don't let them graduate to the couch! Collect, organize and summarize the information that will be needed to get into job training, schools and special programs when the student leaves the school system at age 22. This guide highlights dozens of useful online resources, many of them free, to help parents and others plan for meaningful community participation after high school. This book also suggests ways to develop positive life experiences, and discusses proactive strategies to improve the systems that serve young adults with special needs.
Category: Family & Relationships

Financial Planning For High Net Worth Individuals

Author : Richard H. Mayer
ISBN : 1587982323
Genre : Business & Economics
File Size : 53.86 MB
Format : PDF, ePub, Docs
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A comprehensive and authoritative guide to the art and science of wealth management.
Category: Business & Economics

The Task Planner

Author : William J. Reid
ISBN : 9780231506199
Genre : Social Science
File Size : 30.23 MB
Format : PDF, ePub, Mobi
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A comprehensive, A-to-Z set of task planners for more than one hundred psychosocial problems from alcoholism and anxiety to domestic violence and sexual abuse. Each entry includes a menu of actions the client can undertake to affect resolution, a guide to the practitioner's role in facilitating these actions, and a reference list. An accompanying disk allows social workers to update the task planners they are working with and enables keyword searches for specific topics.
Category: Social Science

How To Open Operate A Financially Successful Personal Financial Planning Business

Author : Peg Stomierowski
ISBN : 9781601383341
Genre : Business & Economics
File Size : 82.67 MB
Format : PDF, ePub, Docs
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Millions of Americans every year have troubles with their finances. They turn to experts in droves, asking for help in filing their taxes, consolidating their debt, or just planning how they will pay their bills and invest their retirement funds. For anyone looking to become a financial planner, there is a huge amount of room open to step into the industry and start providing your expertise and services to individuals across the board of American finances. This book was written for anyone who has ever wanted to dip their foot into financial planning but did not know where to start. Through hours of meticulous research, the author has compiled countless resources for potential planners that will guarantee a successful start for your new business. You will learn the fundamental basics of financial planning, starting with the very process that most planners use to organize their own finances. You will learn how to organize financial statements and to create plans and how to properly manage taxes to great effect. You will learn how to manage basic assets such as cash, savings, home equity, and automobiles. You will learn how to effectively manage credit and how to deal with insurance including life insurance, health insurance, and property insurance. Whether you will be operating out of your home or you are looking to buy or rent office space, this book can help you with a wealth of start-up information, from how to form and name your business to deciding if this will be a joint venture or if you would rather work solo. Valuable information on forming a Partnership, LLC, Corporation, or becoming a Sole Proprietor, the four types of business formations, is included, and also the legal implications of each. This complete manual will arm you with everything you need, including sample business forms; contracts; worksheets and checklists for planning, opening, and running day-to-day operations; lists; plans and layouts; and dozens of other valuable, timesaving tools of the trade that no business owner should be without. While providing detailed instruction and examples, the author leads you through every detail that will bring success. You will learn how to draw up a winning business plan (the companion CD-ROM has the actual business plan you can use in Microsoft Word
Category: Business & Economics