Special Needs Financial Planners Fort Lauderdale FL

Read on to learn information on special needs financial planners in Fort Lauderdale, FL 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.

Butterfly Effects LLC
(561) 302-4860
1601 NW 22nd Court J22
Pompano Beach, FL
Support Services
ABA/Discrete Trial, Adult Support, Behavorial Intervention, Biomedical Intervention, Camps, Disability Advocacy, Early Intervention, Education, Educational Advocacy, Government/State Agency, Legal Services, Marriage & Family Counseling, Marriage & Family Counseling, Medical, Nutritional Counseling, Other, Respite, Respite/Childcare/Babysitting, Social Skills Training, Summer Camp/ESY, Therapy Providers, Training/Seminars, Verbal Behavior
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade,Adult

Data Provided By:
Dr. Richard H. Keller, D.D.S., M.P.S.
(954) 473-5020
8251 W. Broward Blvd.
Plantation, FL
Support Services
Other

Data Provided By:
The Autism Autoimmunity Project (TAAP)
1-800-939-TAAP; 954-583-4860
P.O. Box 293144
Davie, FL
Support Services
Research

Data Provided By:
Kent Grelling, Ph.D.
(954) 473-1704
965 N Nob Hill Rd #138
Plantation, FL
Support Services
Other, Psychological Counseling, Therapy Providers, Training/Seminars

Data Provided By:
ARC Broward
(954) 746-9400
10250 NW 53rd St
Sunrise, FL
Support Services
Disability Advocacy, Early Intervention, Occupational Therapy, Physical Therapy, Residential, Respite/Childcare/Babysitting, Summer Camp/ESY, Support Organization, Therapy Providers
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade,Adult

Data Provided By:
Working The Puzzle, Inc
(954) 616-9071
2512 NW 9th Lane
Wilton Manors, FL
Support Services
ABA/Discrete Trial, Early Intervention, Educational Advocacy, Music Therapy, Other, Social Skills Training, Therapy Providers, Training/Seminars, Verbal Behavior
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade,Adult

Data Provided By:
College Living Experience
(800) 486-5058
6555 Nova Drive, Ste 300
Davie, FL
Support Services
ABA/Discrete Trial, Adult Support, Career Counseling, Education, Educational Advocacy, Job Coach, Private School (Multi-disability), Residential, Residential Facility, Social Skills Training
Ages Supported
Adult

Data Provided By:
College Living Experience Incorporated (Jill Rickel)
(800) 486-5058
6555 Nova Drive
Davie, FL
Support Services
Residential Facility, Social Skills Training, Support Organization
Ages Supported
Adult

Data Provided By:
Kentwood Preparatory School
(954) 581-8222
4650 SW 61 Ave
Davie, FL
Support Services
Art Therapy, Behavorial Intervention, Camps, Lindamood Bell, Music Therapy, Occupational Therapy, Play Therapy, Private School (Integrated), Social Skills Training, Speech Therapy, Summer Camp/ESY, Support / Tutoring
Ages Supported
1-5 Grade,11-12 Grade,6-8 Grade,9-10 Grade

Data Provided By:
Achievement and Rehabilitation Centers (ARC Broward)
(954) 746-9400
10250 NW 53rd Street
Sunrise, FL
Support Services
ABA/Discrete Trial, Adult Support, Behavorial Intervention, Camps, Career Counseling, Compounding Pharmacies, Disability Advocacy, Early Intervention, Education, Educational Advocacy, Job Coach, Marriage & Family Counseling, Occupational Therapy, Physical Therapy, Psychological Counseling, Residential, Residential Facility, Respite, Respite/Childcare/Babysitting, Social Skills Training, Speech Therapy, Summer Camp/ESY, Support Group Meetings, Therapy Providers, Training/Seminars
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade,Adult

Data Provided By:
Data Provided By:

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.

I cannot thin...

Click here to read the rest of this article from Autism Support Network