A Special Needs Plan, INC.

06/24/2026

Life insurance, inheritances, and other assets may be directed to a Special Needs Trust as part of a comprehensive plan. 💙

06/24/2026

In this video, we discuss how life insurance works with Special Needs Trusts, the benefits it can provide, and key factors parents and caregivers should consider when planning for a loved one's long-term financial security.

06/23/2026

Planning for Two Lifetimes
📅 July 1, 2026
⏰ 12:00 PM EST

Join A Special Needs Plan for an interactive webinar covering the essentials of Special Needs Planning, including:

• Special Needs Trusts
• ABLE Accounts
• Guardianship
• Government Benefits
• Tax implications
• Future caregiving planning

🎯 Partnering with: A First Name Basis

🔗 Register here: https://asnplan.short.gy/070126

06/19/2026

☀️ Next up, it's Carter Platt! ☀️

Carter's favorite summer time activity is soaking up some vitamin D and going for walks. During the workweek, you can find him strolling through Uptown with a bag of blueberries in hand! 🫐

06/18/2026

✨ Tour Alert! ✨

We had the privilege of attending the JoyBridge Kids Open House in Matthews! The space was absolutely beautiful, and it was wonderful to reconnect with old friends while making some new ones along the way.

We're so excited to see the incredible impact JoyBridge Kids will continue to have on families in our community! 💙🤝

06/17/2026

Even if you're still providing daily care and support, turning 18 may impact who can make medical, financial, and legal decisions on their behalf. 💙

06/16/2026

06/12/2026

☀️ IT'S SUMMERTIME!! ☀️

We asked the ASNP team to share their favorite summertime activities!

To kick things off, David shared that his favorite summer tradition is his family's annual beach trip. They love spending time at both the pool and the ocean. If given the chance, they would move to the coast in a heartbeat! 🌊💙

06/11/2026

The best time to start planning is 𝗮𝘀 𝘀𝗼𝗼𝗻 𝗮𝘀 𝘆𝗼𝘂 𝗰𝗮𝗻. 💙

06/10/2026

No family ever regrets planning early, but many wish they had started sooner. Taking action now can provide peace of mind and help secure a brighter future for your loved one.