Care, Protect, Grow
eBook - ePub

Care, Protect, Grow

Empower Your Family Through Special Needs Financial Planning

  1. 303 pages
  2. English
  3. ePUB (mobile friendly)
  4. Available on iOS & Android
eBook - ePub

Care, Protect, Grow

Empower Your Family Through Special Needs Financial Planning

About this book

Proven strategies to help you care for your special needs family

In Care, Protect, Grow: Empower Your Family Through Special Needs Financial Planning, a team of experienced financial planners delivers a holistic blueprint for the successful management of the complex challenges that come from navigating life as a special needs family. The book is an in-depth overview of how to piece together the disparate components you need to make sense of—including financial planning, care planning, investing, taxation, legal considerations, government benefits—in order to provide for your family.

You'll learn to calculate the lifetime cost of care of a loved one, establish a care plan to address day-to-day supports, and understand how different decision-making supports—like Power of Attorney, Guardianship, and Supported Decision-Making—work:

Inside the book:

  • Tax planning and tax efficiency strategies in a changing legal landscape
  • Retirement planning tips and investing considerations for people responsible for a child with special needs
  • Techniques to minimize insurance risks, understand employee benefits, and how to know when permanent life insurance may be necessary

Perfect for people in special needs families, the families of people with a developmental disability, and the families of people with a rare disease, Care, Protect, Grow is an invaluable resource for anyone with a professional or personal stake in the support of families of people with special needs.

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Information

Publisher
Wiley
Year
2026
Print ISBN
9781394334667
eBook ISBN
9781394334674

Table of contents

  1. Cover
  2. Table of Contents
  3. Title Page
  4. Copyright
  5. Dedication
  6. Preface
  7. Author’s Statement on Publishing and AI Assistance
  8. Chapter 1: Introduction to Our Journeys
  9. Chapter 2: Introduction to Special Needs Planning
  10. Chapter 3: Advocacy Within the Planning Process
  11. Chapter 4: Understanding and Building Your Care Plan
  12. Chapter 5: Financial Planning Over Two Generations
  13. Chapter 6: Government Benefits and Special Needs Planning
  14. Chapter 7: Tax Flexibility and Strategy
  15. Chapter 8: Insurance: Protecting the Future with Confidence
  16. Chapter 9: Estate Planning Strategies and Concepts
  17. Chapter 10: Special Needs Trusts: Their Role in Estate Planning
  18. Chapter 11: Decision-making Support: Balancing Protection and Autonomy
  19. Chapter 12: Investing for Two Lifetimes: Building Enduring Wealth Through Income and Growth
  20. Chapter 13: Self-care: Preserving Your Health, Identity, and Well-being
  21. Chapter 14: Relax and Enjoy
  22. Chapter 15: Planning for Military Families
  23. Chapter 16: Education, Section 504, IEPs, and Your Child
  24. Chapter 17: Special Needs Planning and Grandparents
  25. Chapter 18: Sibling Supports
  26. Conclusion: The First Step Is Yours
  27. Notes
  28. Acknowledgments
  29. About the Authors
  30. Index
  31. End User License Agreement

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Yes, you can access Care, Protect, Grow by Kristin Carleton,Kathy Matthews,Mary McDirmid in PDF and/or ePUB format, as well as other popular books in Personal Development & Personal Finance. We have over 1.5 million books available in our catalogue for you to explore.