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Special Needs Planning: Age 14

Teenagers with special needs require support to help them achieve the highest level of independence possible.

To help achieve the highest level of independence possible, service providers may shift their focus towards exploring various vocations and to the development of daily living skills. The goal is to assist the child in the transition from adolescence to adulthood. By now, the service needs may be better defined. By leveraging Leah’s background and experience, she can help in your understanding of your child’s Individual Education Plan (IEP) and transition plans. Updates to your child’s service needs and transition plans can be incorporated into your financial plan by your advisor. We can also review various other strategies such as Medicaid qualification, the use of an ABLE account, the implementation of a Special Needs Trust, along with additional retirement planning and estate planning considerations.

Click on the link below to learn more about the previous critical life event.

Age 3

Click on the link below to learn more about the next critical life event.

Age 18

Questions about Special Needs Planning? Contact us.

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Leah acts as a non-registered associated person of LPL Financial. She is authorized to assist Advisors affiliated with LPL Financial with approved activities.  She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services.  These activities are the sole responsibility of the Advisor(s) she supports.  In addition, she is not authorized to enter into any contractual obligations on behalf of LPL Financial or otherwise bind the firm.

LPL Financial is not affiliated with any Individual Education Plans. 

LPL Financial and its representatives do not offer legal advice.  12/21