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  • SPARK Newsletter (Governor’s Council for People with Disabilities) To:      Tim Coxley Strategic Creative Communications From:  Gordon F Homes Jr, CFP® Special Needs Financial Planner Financial Services Representative  Re:      Spark  Date:   For the Spark (Governor’s Council Newsletter)  Special Needs Trusts have become an essential tool for planning for the future of a family member or dependent with special needs.  The primary purpose is to enable the trust beneficiary to …
  • Down Syndrome of Indiana – Article for Indiana Prepared by MetLife Provided by Gordon Homes, CFP® Senior Financial Services Representative, Special Needs Financial Planner Many people think estate planning is necessary only for those with significant assets; however, even the smallest estates require smart planning to protect family members with special needs. In its simplest form, an estate plan helps ensure your wishes are carried out, should …
  • Please be sure to avoid the following critical mistakes Please be sure to avoid the following critical mistakes: Disinheriting your child.  This action could possibly leave what happens to your child up to state administrators or judges. There are other ways to protect your child’s right to government benefits. Procrastinating Relying on your children to take care of your child with special needs – Spell it out …
  • The Importance of Special Needs Planning The Importance of Special Needs Planning Caring for a child with special needs takes special planning.  All too often we put off the task of planning as it can be overwhelming.  This article will outline some of the necessary steps you, with the assistance of a special needs financial planner and qualified attorney, need to take …
  • Grandparents: The Do’s & Don’ts of Planning for Your Grandchild(ren) with Special Needs Grandparents want the best for their children and grandchildren, often making gifts while alive, or provisions for their loved ones through estate planning. Grandparents who are in a position to leave money to grandchildren often want to do something for their grandchild(ren) with special needs. They worry that they may need additional resources or assistance …