Episode notes
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.
Keywords
financial planning
preserving benefits
financial success
special needs financial planning
beneficiary designation updates
texas financial planning
special needs planning in texas
special needs financial planner
the importance and benefits of involving every family member
ssi benefits
how to get my full ssi benefits
how do i get all my ssi benefits
how to get my medicare benefits
special needs financial planners in the united states
consolidated planning group
Is a financial advisor helpful
How to Maximize My Social Security Benefits
help you organize your thoughts and offer detailed advice for arranging your team of legal, financial, and residential care professionals
future care options, and preservation of benefit eligibility are a few items that require intentional evaluation
learn about the benefits of using a planner and how a planner assists executive function challenges
estate 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 101
Childhood Disability Benefits
Texas SSI Benefits
Texas Government Benefits
learn how to maximize your SSI benefits for your family
Preservation of benefit eligibility are a few items that require intentional evaluation for a special needs young adult's transitioning process