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.