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September 2020
FFFP: Estate Planning for Blended Families (Webinar)
Blending families through marriage is about joy in new beginnings. It also means thoughtful navigation of new relationship dynamics, support systems, and financial and estate planning. Financial decisions can be challenging at any time, but they can be even more complicated at death. This is particularly true when relationships arise later in life and if you become part of a blended family. Estate planning for blended families can be complicated, but it’s achievable with an organized approach. In this free…
Find out more »October 2020
FFFP: Medicaid Planning for Seniors (Webinar)
The high cost of long-term senior care is a pressing concern for many families. Lack of knowledge and putting off planning can cause significant financial stress on seniors and their families. In this free workshop, attorney Yahne Miorini will help you understand Medicaid eligibility and how to get started long before a crisis. The more you know, the better prepared you’ll be. Start putting your life care plan in place. Learn, understand, and evaluate your long-term care options with this…
Find out more »January 2021
FFFP: Special Needs Trusts and ABLE Accounts
It is important to ensure that your child is financially secure when you can no longer provide help. In this presentation, learn about the roles of Special Needs Trusts and ABLE Accounts in safeguarding government benefits while ensuring your child’s personal needs and aspirations are met now and in the future. Register for the webinar here Presenter: Tia Marsili, Director of Trusts, The Arc of Northern Virginia
Find out more »February 2021
FFFP: Military and Financial Planning
Join us for an online seminar on financial planning for active-duty, reservists, veterans, and military retirees. Our panel of speakers will cover the following topics: Financial Planning for Active Duty, Reservists, Veterans, and Military Retirees An overview of benefits and decisions regarding: Survivor Benefits Plan (SBP) VA Disability Determination Life Insurance to replace SGLI Medical Insurance, including TriCare for Life Dental Insurance New FEDVIP Social Security Retirement Age Decision Medicare Life Insurance, Annuities and Calculating a Post-Retirement Budget The Intersection…
Find out more »March 2021
FFFP: Divorce and Children with Disabilities | Resources supporting families in Virginia, Maryland and Washington, D.C.
Register for the webinar here Divorce can make any conversation about finances challenging. The complex task of special needs planning for children with disabilities only adds to the stress. Our upcoming free seminar will give you the facts, structure and advice you need to get the planning right the first time: Issues arising out of the divorce (finances, child support, alimony) The importance of “getting it right the first time”, to benefit your child with disabilities Why setting up a…
Find out more »April 2021
FFFP: Finding that Sweet Spot when Planning for Retirement of Three
It’s often true that retirement means stretching income and savings to cover the needs of three people—two parents plus an adult child with a disability. That’s a big problem for many families. An overwhelming 73% of respondents didn’t have adequate savings for retirement, according to a needs survey conducted by The Arc. But it’s essential to start, and you need to find the right balance between spending and saving. No matter how small your savings might be, our guest expert…
Find out more »May 2021
FFFP: Disbursing from Your Special Needs Trust
What are the allowable expenses for special needs trust? How can I pay my bills? A special needs trust (SNT) can be used to pay for a broad variety of services for the beneficiary to enhance her/his quality of life, while at the same time allowing her/him to remain eligible for government benefits. But using your trust money is not just about what's allowed or not. Making good choices about how to use money is also important. It’s about staying…
Find out more »June 2021
FFFP: Estate Planning and Legal Documents
How can you leave money to your child with disabilities without jeopardizing their government benefits? Who will manage the money? How can you guarantee that funds will be available once you’re gone? Estate planning for your loved one with special needs goes beyond the standard list of a will, power of attorney and advance medical directive. Your strategy should ensure your child has a steady flow of funds whilst protecting his/her eligibility for government benefits and enhancing the quality of…
Find out more »July 2021
FFFP: Special Needs Trusts & ABLE Accounts
So much has changed as a result of the COVID pandemic. But there’s still a pressing need to secure the long-term financial future of loved ones with a disability. That’s why our seminar on ABLE accounts and Special Needs Trusts was so popular in January. We’re revisiting the topic in July. Learn more; ask your questions; understand how these two important but distinct tools serve your needs: the differences between Special Needs Trusts and ABLE Accounts the strengths and limitations…
Find out more »September 2021
FFFP: Medicaid Planning for Parents
It’s time to think about your future. The high cost of long-term senior care is a pressing concern. Lack of knowledge and putting off planning can cause significant financial stress on seniors and their families. Anticipating the future is key to protect one's financial assets. Start your Medicaid planning with our latest webinar. We'll help you understand Medicaid eligibility, navigate the process, and what pitfalls to avoid, before the crisis hits. Put your life care plan in place. The more…
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