michael roberts | Ed Slott and Company, LLC

michael roberts

Planning With a Special Needs Child Must Span Two Generations

Even though it was 25 years ago, it seems like yesterday that my wife and I had our son evaluated by a pediatric specialist who told us our son would never live independently. When our child was diagnosed with a special need, our initial focus was on learning about the disability (autism), finding therapists and researching educational rights. Preparing for our child’s financial future (and even your own) was not an initial priority. The reality is that when there is a disabled child, the family financial plan has to span two generations rather than one. The following plan needs to take into account the potential for government benefits and, with any comprehensive plan, has to address how to minimize taxes.

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