Financial Planning for Children with Disabilities

Navigate ABLE accounts, tax benefits, and more to help your child build their great big beautiful tomorrow

Finding out your child has a disability can be an overwhelming and confusing time. There are so many mixed emotions, so many decisions, and so many questions you might have. Rather than feeling paralyzed by everything you don’t know, this ebook gives you a starting point, specifically for your financial questions.

A Few Common Questions We Answer:

• What are ABLE accounts?
• Who can contribute to ABLE accounts?
• Where does ABLE fit in the Financial Order of Operations?
• Do I need an estate plan for my child with disabilities?

What’s Inside this Ebook:

We are SO excited to share this resource that walks you through the knowledge and tools to help you build your child’s financial framework:

• ABLE accounts – Learn what they are and how they protect eligibility for need-based benefits
• If ABLE fits in the FOO  – Discover where ABLE falls in the Financial Order of Operations
• Additional financial resources – Find out about tax-advantaged accounts, credits, and deductions available to your family
• The importance of an Estate Plan – Compare estate planning options, including wills, guardianship, and Special Needs Trusts
• Additional education and tips – Find a comprehensive checklist to help you track which benefits apply to your family with more health and education resources

Download our Financial Planning for Children with Disabilities ebook today!

Keep in mind, this is not specific advice. We highly recommend talking to a professional who has experience helping families with disabilities. Our goal is to help connect you to those professionals and give you the basic financial roadmap to help your child build their more beautiful tomorrow.