Special Needs Planning

Thinking about long-term planning for your child is incredibly important, but it can also feel completely overwhelming when you're already managing so much. A heartfelt thank you to Attorney Dean Gerros and Financial Advisor Matt Cady for breaking things down for us during our July KEEN Sports sessions at SLUH. To help lighten the load for our families, they’ve shared a quick rundown of the Top 5 questions they hear most about guardianship and ABLE accounts.

Dean & Matt also highly encourage families to set a recurring calendar reminder for an annual review because financial guidelines often shift. Whether you schedule it at the beginning of the year or around your child's birthday, a quick yearly check-in ensures you stay up to date on contribution limit changes, new legislation, and any adjustments needed to keep your family's long-term plan on track.