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  2. Special Needs Families and Transition Concerns

Special Needs Families and Transition Concerns

10 Steps to Prepare for the Financial Future of  your Dependent 

 

Prepare a Letter of Intent

Speak with a special needs’ financial professional and create a team of professionals to assist you

​Plan for future medical, educational and housing needs

Contact organizations for additional resource support

Apply for government benefits 

Prepare your Last Will and Testament 

Review beneficiary designations

Consider setting up a special needs trust  

Apply for guardianship and conservatorship, if applicable 

 Have a family meeting to discuss your dependent's future

 

 

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Julie Matulia, CDFA, a Registered Representative. Securities offered through Cambridge Investment Research, Inc., a Broker-Dealer, Member FINRA/SIPC investment Advisor Representative, Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor, Cambridge and JM Financial Planning, LLC are not affiliated. This communication is strictly intended for individuals residing in the state of GA, FL, TX, MD, and UT.  No offers may be made or accepted from any resident outside the specific states referenced. Important consumer information:  A Broker-Dealer, Investment Advisor, BD Agent, or IA Representative may only transact business in the state if first registered appropriately. Follow up, individualized responses to persons in a state by such a firm or individual that involves either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements. For information concerning the licensing status or disciplinary history of a Broker-Dealer, Investment Advisor, BD Agent, or IA Representative, a consumer should contact his or her state securities law administrator.

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