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Special Needs Financial Planning Inclusive Futures is a resource for the legal, financial, insurance and social securities issues caregivers face now and in the future. We will walk you through future planning for children and adults with disabilities. Topics include:

Key ages in the planning process  

Estate Planning and Trusts  

Efficient Trust Funding

ABLE accounts

Insurance options 

Government benefits and maintaining eligibility for those benefits. 

Applying for SSI and the appeals process if necessary