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Special Needs Planning Insights

Helping families navigate benefits, trusts, ABLE accounts, and long-term planning with clarity and confidence

Why This Matters

Bryan Jepson, MD, CFP®, ChSNC®

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As both a financial planner and the parent of two adult children with special needs, I understand firsthand how overwhelming long-term planning can feel.

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Families are often left trying to navigate government benefits, trusts, ABLE accounts, future caregiving decisions, and the fear of what happens when they are no longer here to provide support.

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This work is deeply personal for me.

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My goal is to help families create clarity, structure, and confidence—so they can stop reacting to crises and start building a long-term plan.

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Topics We Cover  

ABLE Accounts:

Saving without risking benefits

Special Needs Trusts: 

Protecting long-term financial security

SSI & Medicaid:

Understanding eligibility and preserving support

Guardianship & Legal Planning:

Preparing decision-makers, legal authority, and long-term advocacy support 

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Long-Term Housing Planning: 

Creating stability, independence, and supported living for the future

Lifetime Financial Planning: 

Building sustainable care, benefits, income, and lifelong financial security

Want a Clear Plan for the Future?

Understanding tools like ABLE accounts, special needs trusts, and government benefits is an important first step.

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But the real challenge is knowing how it all fits together into a long-term plan.

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The Financial Clarity Blueprint for Families with Special Needs is a step-by-step course designed to help you build that plan with clarity and confidence.

What You’ll Get 

  • A clear framework for organizing financial and legal decisions

  • Guidance on benefits, trusts, and long-term planning

  • A structured approach to reduce overwhelm and uncertainty

  • A downloadable planning tool to help you get started

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