Special Needs Financial Planners Valdosta GA

Read on to learn information on special needs financial planners in Valdosta, GA 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.

Jim Dawson
(404) 556-6527
Valdosta, GA
Support Services
ABA, Ideas For Finding Therapists, ABA, Therapy Services, ABA/Discrete Trial, Behavior Assessment, Early Intervention, Training/Seminars, Verbal Behavior
Ages Supported
1-5 Grade,11-12 Grade,6-8 Grade,9-10 Grade,Kindergarten,Preschool

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Jacobs Ladder Therapeutic Riding Center
(229) 794-1188
5866 Bradford Rd. N
Hahira, GA
Support Services
Hippotherapy (Horseback Riding), Therapy Providers

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Aurora Strategies, Inc.
(404) 377-8882
3776 LaVista Road, Suite 200
Tucker, GA
Support Services
Adult Support, Art Therapy, Auditory Integration Therapy, Behavorial Intervention, Camps, Career Counseling, Early Intervention, Education, Educational Advocacy, Hippotherapy (Horseback Riding), Job Coach, Legal Services, Lindamood Bell, Marriage & Family Counseling, Music Therapy, Nutritional Counseling, Occupational Therapy, Physical Therapy, Play Therapy, Private School (Multi-disability), Products/Stores, Psychological Counseling, RDI, Research, Research, Sensory Integration, Social Skills T
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade,Adult

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Working The Puzzle, LLC
(678) 395-6737
12460 Crabapple Rd. Ste 202-149
Alpharetta, GA
Support Services
ABA, Ideas For Finding Therapists, ABA, Therapy Services, ABA/Discrete Trial, Adult Support, Advocates (Special Education), Behavior Assessment, Behavorial Intervention, Disability Advocacy, Early Intervention, Educational Advocacy, Educational Assessment, Helpful Websites, Job Coach, Marriage & Family Counseling, Military Families, Music Therapy, Support / Tutoring, Support Group Meetings, Training/Seminars, Verbal Behavior
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade,Adult

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Parent to Parent of Georgia
770-451-5484 or 800-229-2038
3805 Presidential, Parkway, Suite 207
Atlanta, GA
Support Services
Early Intervention, Marriage & Family Counseling, Support Organization

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Suzanne G. Harvey, B.S.N.
(912) 560-0657
206 S. Patterson St., PO Box 5619
Valdosta, GA
Support Services
DAN! Pediatrics, Medical

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Suzanne Harvey, BSN, R.N.
(229) 559-5626
4654 Clayton Dr.
Lake Park, GA
Support Services
Biomedical Intervention, DAN! Pediatrics, Other

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Craig Goodmark @ Kramer & Thomas, LLC
(404) 527-6645
170 Mitchell St.,
Atlanta, GA
Support Services
Educational Advocacy, Legal Services

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TLC Behavioral Services
(770) 310-9893
Peachtree City, GA
Support Services
ABA, Therapy Services, ABA/Discrete Trial, Behavorial Intervention, Floortime, Military Families, Social Skills Training, Support Group Meetings, Training/Seminars, Verbal Behavior, Vision Therapy
Ages Supported
1-5 Grade,11-12 Grade,6-8 Grade,9-10 Grade,Preschool

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Judevine Autism Program at East Central Regional Hospital (ECRH)
(706) 790-2103
100 Myrtle Boulevard
Gracewood, GA
Support Services
ABA, Therapy Services, Behavorial Intervention, Educational Advocacy, Military Families, Social Skills Training, 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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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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