Design your future

Can one hour change your life? Special needs planning starts when you make the decision to take action to improve your life. Many steps in planning are actually simple once you’ve set your heart and mind on living a better, happier and stress-free life. There are many people who can help you build financial security and protecting benefits through good estate planning but none of them can help until you’ve made the decision to move forward.

Life comes at families like ours too fast. It’s easy for months and years to go by without feeling like there’s been any progress in our goals. That feeling changes when you have outcomes in mind and when you’ve taken steps to achieve those outcomes.

We have appointments with doctors, therapists, school administrators and agencies in addition to everything else we do with our work and family lives. Creating a vision of what we want to happen helps us remember why we do what we do and can turn those appointments from drains to steps along the path towards achieving better outcomes.

Pro tip

Block off your calendar for one hour and head to a local coffee shop or park bench. Write down everything you want out of life, your goals and what needs to take place for you to live with less stress and more enjoyment. Don’t stop yourself – just write down every thought.

Create special needs trust

Can one hour change your life? Special needs planning starts when you make the decision to take action to improve your life. Many steps in planning are actually simple once you’ve set your heart and mind on living a better, happier and stress-free life. There are many people who can help you build financial security and protecting benefits through good estate planning but none of them can help until you’ve made the decision to move forward.

Life comes at families like ours too fast. It’s easy for months and years to go by without feeling like there’s been any progress in our goals. That feeling changes when you have outcomes in mind and when you’ve taken steps to achieve those outcomes.

We have appointments with doctors, therapists, school administrators and agencies in addition to everything else we do with our work and family lives. Creating a vision of what we want to happen helps us remember why we do what we do and can turn those appointments from drains to steps along the path towards achieving better outcomes.

Pro tip

Block off your calendar for one hour and head to a local coffee shop or park bench. Write down everything you want out of life, your goals and what needs to take place for you to live with less stress and more enjoyment. Don’t stop yourself – just write down every thought.

Obtain financial stability

Can one hour change your life? Special needs planning starts when you make the decision to take action to improve your life. Many steps in planning are actually simple once you’ve set your heart and mind on living a better, happier and stress-free life. There are many people who can help you build financial security and protecting benefits through good estate planning but none of them can help until you’ve made the decision to move forward.

Life comes at families like ours too fast. It’s easy for months and years to go by without feeling like there’s been any progress in our goals. That feeling changes when you have outcomes in mind and when you’ve taken steps to achieve those outcomes.

We have appointments with doctors, therapists, school administrators and agencies in addition to everything else we do with our work and family lives. Creating a vision of what we want to happen helps us remember why we do what we do and can turn those appointments from drains to steps along the path towards achieving better outcomes.

Pro tip

Block off your calendar for one hour and head to a local coffee shop or park bench. Write down everything you want out of life, your goals and what needs to take place for you to live with less stress and more enjoyment. Don’t stop yourself – just write down every thought.

Eliminate debts

Can one hour change your life? Special needs planning starts when you make the decision to take action to improve your life. Many steps in planning are actually simple once you’ve set your heart and mind on living a better, happier and stress-free life. There are many people who can help you build financial security and protecting benefits through good estate planning but none of them can help until you’ve made the decision to move forward.

Life comes at families like ours too fast. It’s easy for months and years to go by without feeling like there’s been any progress in our goals. That feeling changes when you have outcomes in mind and when you’ve taken steps to achieve those outcomes.

We have appointments with doctors, therapists, school administrators and agencies in addition to everything else we do with our work and family lives. Creating a vision of what we want to happen helps us remember why we do what we do and can turn those appointments from drains to steps along the path towards achieving better outcomes.

Pro tip

Block off your calendar for one hour and head to a local coffee shop or park bench. Write down everything you want out of life, your goals and what needs to take place for you to live with less stress and more enjoyment. Don’t stop yourself – just write down every thought.

Fund your trust

Can one hour change your life? Special needs planning starts when you make the decision to take action to improve your life. Many steps in planning are actually simple once you’ve set your heart and mind on living a better, happier and stress-free life. There are many people who can help you build financial security and protecting benefits through good estate planning but none of them can help until you’ve made the decision to move forward.

Life comes at families like ours too fast. It’s easy for months and years to go by without feeling like there’s been any progress in our goals. That feeling changes when you have outcomes in mind and when you’ve taken steps to achieve those outcomes.

We have appointments with doctors, therapists, school administrators and agencies in addition to everything else we do with our work and family lives. Creating a vision of what we want to happen helps us remember why we do what we do and can turn those appointments from drains to steps along the path towards achieving better outcomes.

Pro tip

Block off your calendar for one hour and head to a local coffee shop or park bench. Write down everything you want out of life, your goals and what needs to take place for you to live with less stress and more enjoyment. Don’t stop yourself – just write down every thought.

Understand social security

Can one hour change your life? Special needs planning starts when you make the decision to take action to improve your life. Many steps in planning are actually simple once you’ve set your heart and mind on living a better, happier and stress-free life. There are many people who can help you build financial security and protecting benefits through good estate planning but none of them can help until you’ve made the decision to move forward.

Life comes at families like ours too fast. It’s easy for months and years to go by without feeling like there’s been any progress in our goals. That feeling changes when you have outcomes in mind and when you’ve taken steps to achieve those outcomes.

We have appointments with doctors, therapists, school administrators and agencies in addition to everything else we do with our work and family lives. Creating a vision of what we want to happen helps us remember why we do what we do and can turn those appointments from drains to steps along the path towards achieving better outcomes.

Pro tip

Block off your calendar for one hour and head to a local coffee shop or park bench. Write down everything you want out of life, your goals and what needs to take place for you to live with less stress and more enjoyment. Don’t stop yourself – just write down every thought.

Financial Freedom

Learn how to reduce stress, preserve benefits and create a fulfilling future.

About Rob's Books

I'm not sure, guide me

Can one hour change your life? Special needs planning starts when you make the decision to take action to improve your life. Many steps in planning are actually simple once you’ve set your heart and mind on living a better, happier and stress-free life. There are many people who can help you build financial security and protecting benefits through good estate planning but none of them can help until you’ve made the decision to move forward.

Life comes at families like ours too fast. It’s easy for months and years to go by without feeling like there’s been any progress in our goals. That feeling changes when you have outcomes in mind and when you’ve taken steps to achieve those outcomes.

We have appointments with doctors, therapists, school administrators and agencies in addition to everything else we do with our work and family lives. Creating a vision of what we want to happen helps us remember why we do what we do and can turn those appointments from drains to steps along the path towards achieving better outcomes.

Pro tip

Block off your calendar for one hour and head to a local coffee shop or park bench. Write down everything you want out of life, your goals and what needs to take place for you to live with less stress and more enjoyment. Don’t stop yourself – just write down every thought.

Financial Freedom for Special Needs Families

Financial Freedom for Special Needs Families-9 Building Blocks to Preserve Benefits, Reduce Stress and Create a Fulfilling Financial Future is a comprehensive planning guide designed to give you the ideas and tools needed to create a financial and legal plan for your family. Simple worksheets help you make choices at each decision step so you can put your plans in place quickly.

When you follow the simple steps in this invaluable planning guide, you will learn how to set up a special-needs trust, get out of debt and fund an incredible future for your family.

Financial Freedom for Special Needs Families will help you:

  • Understand special needs-trusts and how to have yours in place in 30 days.
  • Create financial stability and reduce stress.
  • Take steps to fund a trust to care for your family member with special needs.
  • Appreciate how much you’ve learned and grown as a result of your family member with a developmental disability.
  • Gain more clarity about what you really want for yourself and your entire family.

Protect Your Family – Life Insurance Basic for Special-Needs Families

Rob Wrubel’s Protect Your Family is a powerful and easy-to-read book helping you make the most of taking care of your family.

If you are confused about what type of life insurance to buy for your family, buy Protect Your Family. This book includes worksheets to help you decide how much life insurance to buy. It then shows the differences between term insurance and other types of policies. There is no sales pitch or emotional pressure, just facts about the different types of life insurance and how they work.

This book shows you why investing outside life insurance can be so much more profitable than inside insurance. It shows that taxes are important, but that the real world policy costs of certain types of insurance are more expensive than paying the tax.

30 Days to Your Special Needs Trust – A Quick Start Guide to Your Special Needs Estate Plan

Estate planning is an urgent issue for families who have a member with an intellectual or developmental disability. This crucial planning step can preserve income, health insurance and access to programs to support a person with disabilities, but too many families get stuck and don’t act. Families cannot afford to get stuck. The potential value of benefits is too great to lose.

30 Days to Your Special Needs Trust focuses on simplifying the decisions families have to make. It encourages you to take action and complete your special-needs trust and estate plan to protect your family.

This quick-start guide will help you:

  • Act quickly to protect valuable benefit programs
  • Learn the primary decisions to make in creating an estate plan
  • Create a list of names to fill key roles
  • Reduce stress when you finish this important planning step

 

We're Here To Help

Rob’s goal with his books and speaking is to help you make decisions to live the life of your dreams, increase your quality of life and provide a secure and happy future for your family member with a developmental or intellectual disability.

Book Reviews

Rob Wrubel has engineered a clear pathway for families with special needs members to gain control over their finances. His book is both motivating and encouraging, and helps remove fear and indecision with clear and concise action items.
Ann E. Koenigsman, CPA, CTFA, Tax Partner
Stockman Kast Ryan + Company

Let's Get Started

Get my
11 TOP TIPS
FOR KEEPING
SSI ELIGIBILITY!

Learn how to be in control of your finances and your future!

Sign up for my FREE Top Tips Right Now!

Yes, I understand that by completing this form I’m agreeing to receive email messages from Rob Wrubel & I can unsubscribe at anytime.
I agree to the Policy & Terms of Use*
Learn how to be in control of your finances and your future!Sign up for my Top Tips Right Now!
×
×

Cart