Care, Protect, Grow

Proven strategies to help you care for your special needs family

In Care, Protect, Grow: Empower Your Family Through Special Needs Financial Planning, a team of experienced financial planners delivers a holistic blueprint for the successful management of the complex challenges that come from navigating life as a special needs family. The book is an in-depth overview of how to piece together the disparate components you need to make sense of—including financial planning, care planning, investing, taxation, legal considerations, government benefits—in order to provide for your family.

You’ll learn to calculate the lifetime cost of care of a loved one, establish a care plan to address day-to-day supports, and understand how different decision-making supports—like Power of Attorney, Guardianship, and Supported Decision-Making—work:

Inside the book:

Tax planning and tax efficiency strategies in a changing legal landscape
Retirement planning tips and investing considerations for people responsible for a child with special needs
Techniques to minimize insurance risks, understand employee benefits, and how to know when permanent life insurance may be necessary

Perfect for people in special needs families, the families of people with a developmental disability, and the families of people with a rare disease, Care, Protect, Grow is an invaluable resource for anyone with a professional or personal stake in the support of families of people with special needs.