Information & Resources

Special Needs Planning:

• Planning for Family Members with Disabilities
  
  
• 7 Tips for Helping Families with Special Needs
  
  
• Special Needs Questionnaire

Long-Term Care Planning:

• Long-Term Care Planning Guide
   
• National Clearinghouse for Long Term Care Information (run by the U.S. Department of Health & Human Services) - http://www.longtermcare.gov/LTC/Main_Site/index.aspx

• New York State Partnership for Long Term Care (website for the LTC Insurance program run by the state of NY which offers special asset protection) - http://www.nyspltc.org/

• The American Association for Long Term Care Insurance (Consumer section offers great resources for helping you decide if LTC Insurance is right for you) - http://www.aaltci.org/

• Kiplinger's Magazine Long Term Care Planning website - http://www.kiplinger.com/reports/long-term-care/

• Reverse Mortgage Lenders Association (information on reverse mortgages and how they may be right for you) - http://www.reversemortgage.org/

• Bloomberg Retirement Calculator (allows you to do some "what if" scenarios in an easy to use calculator) - http://www.bloomberg.com/personal-finance/calculators/retirement/

• Social Security Administration (everything you always wanted to know about Social Security, including some really useful calculators) - http://www.ssa.gov/

Estate Planning:

• Estate Planning Guide

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