FREE CHECKLIST

Having a child with special needs comes with a unique set of planning issues. In addition to health, educational, and care planning, special needs present some financial issues for families to address.

The Upleft Financial Waypoint Series exists to help you work through financial life events.

In this checklist, we cover a number of key considerations, including:

• Qualification for needs-based public benefits

• ABLE accounts and special needs trusts

• Tax planning opportunities

• Estate planning challenges

• Lifelong support considerations