Staying Informed. Planning Ahead. Supporting Your Journey.
Welcome to the second edition of Planning With Purpose: Financial Guidance for Special Needs Families.
When you're caring for a loved one with special needs, change is constant. New legislation, evolving government policies, updates to public benefits, and important planning decisions can all impact your family's future. Staying informed isn't always easy, but you don't have to navigate it alone.
Each month, our goal is to bring you timely information, practical guidance, and trusted resources that help you make confident decisions for the people who matter most.
THIS MONTH'S RESOURCE ROUNDUP:
1️⃣ New Tools for Social Security Disability Benefits
The Social Security Administration continues to expand its online tools and resources, making it easier for individuals and families to access disability benefits, manage their information, and complete many tasks without visiting a local office.
Whether you're applying for benefits, checking the status of a claim, or helping a loved one navigate the process, these new tools can save time and simplify your experience.
Click HEREto learn more about the latest Social Security Disability tools.
2️⃣ DOJ Will No Longer Enforce Key Disability Rights Guidance
Recent changes announced by the Department of Justice have raised important questions for individuals with disabilities, their families, advocates, and organizations that provide support.
Understanding what has changed, and what protections remain in place, is essential for anyone navigating disability rights and accessibility issues.
Click HEREto read more about these changes and what they may mean for you and your loved ones.
3️⃣ Building an Estate Plan for Adult Children with Disabilities
Planning for the future is one of the greatest gifts you can give your loved one. A thoughtfully designed estate plan can help provide long-term financial security while protecting eligibility for important government benefits.
From Special Needs Trusts to beneficiary designations and successor caregivers, there are several key considerations every family should understand.
Click HERE to learn more about building an estate plan for an adult child with disabilities.
As always, we encourage you to explore the articles, share them with family members and caregivers, and reach out if you have questions about how these topics may affect your family's financial plan. We believe that informed families are empowered families, and we are honored to be part of your journey.
UPCOMING RESOURCES & EVENTS
Sunday, August 30th - THE BRAIN FOUNDATION SYNCHRONY SYMPOSIA 2026 (Palo Alto)
This workshop is designed to help special needs families reach a greater understanding of some of the different government benefits available.
These benefits are discussed in detail in clear, concise language, including how to qualify for, and the differences between, Supplemental Security Income (SSI),
Medicaid, Social Security Disability Income (SSDI) and Medicare.
