Notas del episodio
In this session, we will review SSI & Medicaid, SSDI & Medicare, and Childhood Disability Benefits. We will review when and how to apply, how to be prepared for your appointment, and how to maintain eligibility going forward. You will learn how to maximize benefits for your family. Many of our children with disabilities do not qualify for SSI & Medicaid as minors. The landscape changes when they turn 18. Whether you are already getting benefits and aren't sure if your benefits are maximized or you need guidance on how to get started, this session is for you. Join us as we explain how to successfully plan for your future.
Palabras clave
financial planningpreserving benefitsfinancial successspecial needs financial planningbeneficiary designation updatestexas financial planningspecial needs planning in texasspecial needs financial plannerthe importance and benefits of involving every family memberssi benefitshow to get my full ssi benefitshow do i get all my ssi benefitshow to get my medicare benefitsspecial needs financial planners in the united statesconsolidated planning groupIs a financial advisor helpfulHow to Maximize My Social Security Benefitshelp you organize your thoughts and offer detailed advice for arranging your team of legal, financial, and residential care professionalsfuture care options, and preservation of benefit eligibility are a few items that require intentional evaluationlearn about the benefits of using a planner and how a planner assists executive function challengesestate planning requires special planning to ensure that the disabled child’s needs are met without jeopardizing government benefits.Will or Revocable Trust (or both) 3rd party Supplemental Needs Trust 1st party Supplemental Needs Trust Documents for incapacity Beneficiary designation updates Government Benefits 101Childhood Disability BenefitsTexas SSI BenefitsTexas Government Benefitslearn how to maximize your SSI benefits for your familyPreservation of benefit eligibility are a few items that require intentional evaluation for a special needs young adult's transitioning process