Our family doesn’t stray far from tradition on Father’s Day. Most of the day is just like any other Sunday, but we finish it off with steaks, potatoes, and a…
CARE Act stimulus checks went out in April and families with special-needs members are asking questions about how to handle the funds. Last week, a mom called wondering what to…
As a parent of three children, one of whom has Down syndrome, there are many times that I feel like a piece of taffy in a candy factory – pulled…
Last month, I spoke at the National Down Syndrome Society’s adult conference in Detroit to a room of parents with adult children with Down syndrome. Some families were still figuring…
My family and I spent some time working on puzzles over winter break. We had time, it was cold outside and needed something to do. Have you ever tried putting…
A safe and permanent home is right at the top of the list of wishes most parents have for their family member with special needs. We give that to our…
The ABLE Act changed the way we think about saving and spending money for our family members with special needs. For the first time, we can now have a simple,…
“Starting to Design” is the second Building Block in my Blueprints series of workshops and the second chapter of my book, Financial Freedom for Special Needs Families. This Building Block…
Why would any investor seek to gain 7% on their portfolio only to have 25% of their investments go to waste? Similar scenarios play out in my office on a…
This month, I spent two and a half days at the National Down Syndrome Congress’ annual convention in Dallas. The NDSC asked me to give a workshop on special-needs planning…
Last month, I hosted a workshop focused on the second and third steps of my Blueprints process of financial planning for families with a special needs member. “Starting to Design”…
Special-needs trusts are key tools in the process of planning for the future needs and high quality of life for your family member with an intellectual or developmental disability. Trusts…