The fact is that most families aren't aware that if they leave more than $2,000 in countable resources to their child or adult family member with a disability, the individual will lose eligibility for most government benefits.
As a parent, Advocate, Partners in Policymaking® Graduate and special needs planner, knowledgeable in special needs estate planning techniques, I have a moral responsibility to children and adults with disabilities to make sure if government benefit eligibility is needed, that it is protected. If an individual may need a lifetime of person-centered supports, I assist families through the decision-making process of where it can be obtained and how it can be provided. I do this by assisting parents and family members through the necessary steps to accomplish these essential goals using person-centered planning techniques. Often times, this planning includes a foundation based on the use of a properly-drafted special needs trust.
I help families make deliberate, conscious decisions to protect those who depend on them - because I've found that most parents don't get around to making these choices until they meet someone like me who is knowledgeable in this area and will cause them to think about it.
I do not charge for any calls or intake meetings with fellow parents and extended families of individuals with disabilities. By taking this approach in assisting other families, I make certain that anyone who may need my services can take advantage of my experience - regardless of their financial status or situation.
For more information on the advocacy and resources that I provide to fellow parents and family members, or to schedule a complimentary intake meeting, please call Diann Jones at (302) 530-1234. Alternatively, you may email Diann Jones at firstname.lastname@example.org with your request, including your daytime contact information.
Diann Jones is a Registered Representative and Investment Adviser Representative of Nationwide Securities, LLC. Member FINRA, SIPC. Compensation may be received by Diann on a commission or fee basis for the sale of securities or advisory services products as a result of the special needs planning services that she provides to her customers. For more information regarding fees and charges, please contact Diann Jones.
Lastly, please feel free to browse my list of upcoming special needs estate planning workshops and register for one in your area.
I hope you enjoy your visit and look forward to meeting you soon!
P.S. On this site under the "Special Needs Resources & Info" section, you'll find special needs resources on accessibility, assistive technology, autism bipolar disorder, blind and visual impairments, camps and activities, cerebral palsy, civil rights, current events and news, deaf and hard of hearing, disability councils, disability etiquette, Down syndrome, education, IEP's, email and newsgroups, employment, gifted and exceptional, guardianship, IDEA, IDEIA, inclusion, independent living, Medicaid/Medicare, Partners in Policymaking, respite, self-determination, service animals, support groups, supported living, transition, vocational rehabilitation, visitability... and many more topics regarding special needs child (ren), disability, and advocacy topics for families in Delaware, Pennsylvania, Maryland, New Jersey and other states!
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Registered Representatives may only conduct business with residents of the states in which they are properly licensed and/or registered. Please note that not all of the products and services that may be mentioned are available in every state.
Special Needs Planning and Resources, LLC, is not an affiliate of Nationwide® or its subsidiaries.
Neither Nationwide nor its representatives give legal or tax advice. Please consult your attorney or tax advisor for answers to specific questions.
for Your Loved One
With a Disability,
Mental Illness or
Substance Abuse Disorder
Diann Jones, MBA, Parent/Advocate