Special Needs Financial Planners Tacoma WA

Read on to learn information on special needs financial planners in Tacoma, WA 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.

Tacoma Speech and Hearing Center
(253) 472-6454
15 Oregon Ave
Tacoma, WA
Support Services
Speech Therapy, Therapy Providers

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Talk About Curing Autism of Western Washington (TACA WA)
(360) 402-7511
2201 South 78th Street
Tacoma, WA
Support Services
ABA, Ideas For Finding Therapists, Behavorial Intervention, Biomedical Intervention, DAN! Doctors, DAN! Doctors, DAN! Pediatrics, DAN! Pediatrics, Doctor Referrals, Early Intervention, Helpful Websites, Nutritional Counseling, Research, State Resources, State Resources, Education, Support Group Meetings, Vaccine Awareness, Vaccine Awareness

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Puget Sound Therapy Services (Tacoma)
(253) 383-2423
Tacoma Clinic
Tacoma, WA
Support Services
Marriage & Family Counseling, Occupational Therapy, Physical 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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May Bridge Speech and Hearing
(253) 403-1450
1220 Division Ave
Tacoma, WA
Support Services
Speech Therapy, Therapy Providers

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The Washington State PTA (WSPTA)
(253) 565-2153 or 1-800-562-3804
2003 65th Avenue West
Tacoma, WA
Support Services
Other

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Maxim Healthcare Services
(253) 671-9909
Tacoma, WA
Support Services
ABA, Ideas For Finding Therapists, ABA, Therapy Services, ABA/Discrete Trial, Behavior Assessment, Early Intervention, Military Families, Play Therapy, Respite, Social Skills Training, Support / Tutoring
Ages Supported
1-5 Grade,11-12 Grade,6-8 Grade,9-10 Grade,Kindergarten,Preschool

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Autism Society of Washington
(253) 572-5203 or toll free (888) ASW 4 YOU
PO Box 111624
Tacoma, WA
Support Services
Adult Support, Disability Advocacy, Educational Advocacy, Marriage & Family Counseling, Marriage & Family Counseling, Other, Social Skills Training, Support Group Meetings, Support Organization, Training/Seminars
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade,Adult

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Pugent Sound Therapy Services
(253) 383-2433
1310 S Union #100
Tacoma, WA
Support Services
Occupational Therapy, Physical Therapy, Speech Therapy, Therapy Providers
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade,Adult

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Autism Center UW Tacoma
(253) 692-4721
University of Washington, Tacoma Box 358455
Tacoma, WA
Support Services
ABA/Discrete Trial, Marriage & Family Counseling, Other, Social Skills Training, Therapy Providers, Training/Seminars

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Parent to Parent of Pierce County
(800) 5PA-RENT
6316 So. 12th Street
Tacoma, WA
Support Services
Marriage & Family Counseling, Support Organization

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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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