30 Days to Your Special Needs Trust – A Quick Start Guide to Your Special Needs Estate PlanEstate planning is an urgent issue for families who have a member with an intellectual or developmental disability. This crucial planning step can preserve income, health insurance and access to programs to support a person with disabilities, but too many families get stuck and don’t act. Families cannot afford to get stuck. The potential value of benefits is too great to lose.
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Rob Wrubel is the award-winning, best-selling author of Financial Freedom for Special Needs Families and two other books dedicated to helping families with special-needs members live a high quality of life, protect benefits and save for the future. He is a Certified Financial PlannerTM professional, Accredited Investment Fiduciary, Accredited Estate Planner and a partner at Cascade Investment Group. The father of three children, Rob created his Blueprints for Special Needs financial planning process after the birth of his middle daughter, who has Down syndrome. His books, workshops, and educational talks help families plan for the future, preserve government benefits and achieve financial freedom.
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