Special Care Planning

What is a Special Care Planner

Specialists assist in:

  • Initiating and developing a special needs plan
  • Differentiating financial and legal issues in special needs planning, including special needs trusts
  • Learning techniques to preserve government benefits eligibility for SSI and Medicaid
  • Creating necessary legal documents
  • Reviewing financial and legal options as child matures and/or enters different life stages
  • Determining lifetime quality care

Helpful Reminders on How to Make Special Needs Planning Work for You:

  • Clearly identify your child's short and long-term needs and set up a plan to meet those needs.  The Letter of Intent is a very useful tool to help families identify important issues.
  • Understand the effects of each financial decision.  Remember all of your financial decisions are interrelated.
  • Review your financial plan periodically - State and Federal laws related to special needs planning change frequently.  Frequent review will be necessary to make certain that your plans for your child are still viable

       Click here if you are interested in scheduling a Special Needs Workshop


Contact Information:

Regal Financial, LLC

30675 Solon Rd., Suite 202
Solon, OH 44139

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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