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Episode 40 – Special Needs Planning And The Issue Of Guardianship



Guardianship is a huge part of special needs planning, as it takes into account what happens to a child if the parents pass away. Finding the right person to care for a special needs child is not necessarily easy.

John and Michael Parise explore the topic of special needs planning for families. John explains his background working with families with special needs children and shares how guardianship is a huge factor in the planning process.

In this episode, you will learn:

  • What special needs planning looks like at Copper Beech
  • The three key areas Copper Beech focuses on when helping these families
  • The various issues guardianship presents for families with special needs children 
  • How to avoid issues caused by inheritance for a special needs child’s Social Security benefits
  • And more!

Tune in now to learn more about special needs planning!

Resources: Copper Beech Financial Group | Children and Adults with Special Needs and the Planning Gap (MetLife)