Special Needs Planning Checklist
Plan for a better future for your loved one with the Special Needs Planning Checklist.
Special Considerations for Beneficiary Designations (Download PDF)
Naming a loved one with special needs as a beneficiary could have an unintended impact on their eligibility for government benefits.
Roadmap to Government Benefits for Special Needs Financial Planning (Download PDF)
Roadmap to government benefits for special needs financial planning. And how to incorporate those benefits into your overall strategy.
Key Considerations for Special Needs Financial Planning
By properly planning, understanding government benefits, and utilizing the right legal instruments, you can help ensure your loved one enjoys the quality of life they deserve.
Enriching Your Loved One's Future
Help your loved one with a disability maintain government benefits with a better understanding of Special Needs Trust (SNT) structure and funding options.
Contact Us
Get in touch with Voya Cares® if you have questions about planning a financial future with special needs in mind.