Special Needs Financial Planners Evansville IN

Read on to learn information on special needs financial planners in Evansville, IN and gain access to public-private funding, special needs trust establishment, traditional investments, insurance services, and special needs supplement reporting, as well as advice and content on special needs financial panning.

The Rehabilitation Center
(812) 479-1411
3701 Bellemeade Avenue
Evansville, IN
Support Services
Other, Psychological Counseling

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Autism Society of Western Kentucky
(270) 826-0510
P.O. Box 1647
Henderson, KY
Support Services
Adult Support, Marriage & Family Counseling, Support Group Meetings, Support Organization

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Indiana University: Riley Child Development Center
(317) 274-8167
Riley Child Development Center, 702 Barnhill, Room 5837
Indianapolis, IN
Support Services
ABA, Ideas For Finding Therapists, Assistive Technology, Behavior Assessment, Behavorial Intervention, Biomedical Intervention, Compounding Pharmacies, Disability Advocacy, Doctors, General, Doctors, Pediatrics, Early Intervention, Educational Assessment, Helpful Websites, Occupational Therapy, Physical Therapy, Play Therapy, Psychological Counseling, Psychological Counseling, Research, Social Skills Training, Speech Therapy
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade

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Bridget Harrison, Ph.D., HSPP
(219) 462-6705
58 Jefferson Street, PO Box 1564
Valparaiso, IN
Support Services
Behavorial Intervention, Therapy Providers

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Family Care Chiropractic Wellness
(317) 580-1800
2900 East 96th Street Suite A
Indianapolis, IN
Support Services
Chiropractors
Ages Supported
1-5 Grade,11-12 Grade,6-8 Grade,9-10 Grade,Adult,Kindergarten,Preschool

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Community Living Services - Easter Seals Rehab
(812) 471-2214
5301 Lincoln Ave.
Evansville, IN
Support Services
Residential Facility

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Robert Fechtman
(317) 655-5140
36 S. Pennsylvania Street, Suite 600
Indianapolis, IN
Support Services
Disability Advocacy, Legal Services

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Hand in Hand Therapy Specialists, LLC
(260) 497-0328
2837 E. Dupont Road
Fort Wayne, IN
Support Services
Occupational Therapy, Physical Therapy, Play Therapy, Sensory Integration, Social Skills Training, Speech Therapy, Therapy Providers
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade

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St. Vincent-Carmel Medical Center
(317) 582-7654
Behavioral Pediatrics, 13450 North Meridian Street
Carmel, IN
Support Services
Medical, Other

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Reins of Life, Inc.
(574) 232-0853
55200 Quince Rd.
South Bend, IN
Support Services
Hippotherapy (Horseback Riding), Therapy Providers

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Common Mistakes Parents Make With Their Special Needs Trusts

Common mistakes parents make with their special needs trusts

Heath Burch, CFP

We meet a number of families each year that have already met with a planner in an attempt to design a special needs plan. The plans are put together with the best of intentions in hopes of providing ongoing care for their loved one with special needs. Unfortunately, many of these plans are incorrectly designed and fall short of providing the desired outcome.

The most common errors we see are often related to the drafting of a special needs trust. We'll outline below three of the most common mistakes we encounter when working with reviewing these trusts.

Each week we review a number of special needs trusts given to us by parents simply looking to confirm that what they have works. The family has done exactly what they thought they needed in that they have created a trust in order to provide ongoing care for their loved one with special needs should they no longer able to provide it. The problem is that many of these documents are put into place without the parents truly understanding what they are signing.

We've seen documents that do not successfully preserve access to benefits like social security, often the primary goal of the trust. We have encountered documents that make the state (Medicaid) the named beneficiary of any assets remaining after the child's life in cases when it is not necessary. At times we have even seen documents that ultimately disinherit a child with special needs without the parents even aware of the fact.

If you aren't certain that your legal documents are designed as you intended or worse, you aren't sure exactly what they contain, please get them reviewed by an attorney that specializes in this type of planning. It never hurts to get a second opinion and provide yourself the sense of security of knowing that you have a well-drafted, effective set of legal documents to protect your family.

In the event that you have a well-drafted special needs trust your work may not be done. If the attorney or advisor you worked with hasn't walked you through how to title all of your various assets and you haven't moved most of your assets into the trust when appropriate, or directed them to the trust through a beneficiary designation or transfer on death designation when appropriate, you aren't done.

This is not an easy task, which is exactly why so many families walk into our office without having it done. There are a lot of reasons why the titling work may not have been done. It is possible the advisor didn't want to take on the responsibility. Maybe you weren't sure how to title an asset such as your house in the trust? Or maybe you had every intention of updating your beneficiary designations, but just forgot or ran out of time?

Regardless, you must finish what you started. If the attorney or advisor that helped you with the trust hasn't helped you finish the job, it is your responsibility to find someone who can.

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