Learning Center

In this section we will review the key components involved with special needs planning.  Already have a plan in place?  Take this quiz to help you determine if you have planned adequately.  Don't worry, you won't be graded!  Here you will learn about naming a legal guardian and planning for your dependent's financial, medical and educational needs.  Also take the opportunity to look at some interesting newsletter articles from our national partner, MetDESK.

  • Planning Quiz - How well have you planned for your dependent's future?
  • Special Needs Information - Learn about important topics such as wills, trusts, guardianship, SSI, IEPs, Medicaid and more.
  • MetDESK Special Needs Calculator - When Funding A Special Needs Trust:  How Much is Enough?  Use our calculator to find out. 
  • Newsletters - National articles of interest and importance to your family on topics like UCP's Life Without Limits, Recognizing Key Tax Deductions and more.

 

            

 

 

 

  


Special Needs Information

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 MetDESK® Newsletters

Nov-Dec 2009 Issue "Recognizing Some Key Medical Tax Deductions for Parents of Children with Special Needs"

Sept-Oct 2009 Issue  "The Importance of Special Needs Planning"

Jul-Aug 2009 Issue  "What Grandparents Can Do to Help Their Adult Child Who Has a Special Needs Child"

May-Jun 2009 Issue  "In The Public Eye - Prenatal Testing for Down Syndrome" Part 2

Mar-Apr 2009 Issue  "In The Public Eye - Prenatal Testing for Down Syndrome"

Jan-Feb 2009 Issue  "Realizing Your Child's Potential"

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