Presented by Ernest Selke, Specialcare Planner – Financial Wise Creating a future that provides for both your own financial needs and those of a dependent with special needs can feel overwhelming. This workshop will discuss four focus areas that should be considered with integrated planning, and a recommended timeline to avoid any disruption in the care of a loved one with special needs.
In most states the law presumes that individuals over the age of 18 are able to make their own decisions about what is best for them in their daily lives. Each family is unique, and some families may feel it is necessary to apply for guardianship or limited guardianship to protect the personal and financial decisions for their loved one with special needs. In this workshop we will review the different types of guardianship and some alternatives to guardianship, such as powers of attorney. Join Zoom Meeting with this link: