Diann Jones (C) 2009 ~ All Rights Reserved.
Welcome! As a financial planner with experience in special needs estate planning,
I assist families in planning for the financial future of their child or other dependent with a disability.
Most families aren't aware that if they leave more than $2,000 in countable resources to their child or adult dependent with a disability, the individual will lose eligibility for most government benefits.
As a parent, advocate, Partners in Policymaking graduate and special needs estate planner, knowledgeable in special needs planning techniques, I have a moral responsibility to children and adults with disabilities to assist their parents in making sure their government benefit eligibility is protected and a lifetime of proper supports are available to them. I do this by assisting their parents and family members through the necessary steps to accomplish these essential goals using person-centered planning techniques.
I help other families make deliberate, conscious decisions to protect those who depend on them. I've found that most parents don't get around to making these choices until they meet someone like me -- who is knowledgeable in this area and will cause them to think about it.
Most importantly, I speak for those who cannot speak for themselves, so parents can rest assured that their loved ones will have the proper supports in place... even when they are no longer around.
I do not charge for any calls or conferences with fellow parents and extended families of individuals with disabilities. By taking this approach in assisting other families, I make certain that anyone who may need my services can take advantage of my expertise - regardless of their financial status or situation.
For more information on the advocacy and resources that I provide to fellow parents and family members, or to schedule a complimentary intake meeting, please call Diann Jones at (302)449-5556.
Please feel free to visit the Special Needs Resources section of this site, which contains a comprehensive listing of disability resources in Delaware, Maryland, Pennsylvania and New Jersey - as well as national disability resources and information on special needs planning. In this special needs resources section, you'll also find information on IEP's (Individual Education Plans), special needs trusts, the letter of intent, guardianships, self-advocacy, support group meetings, inclusion, respite care, and many other disability and advocacy topics.
Lastly, you can also browse my list of upcoming special needs planning workshops which you can attend at no charge, and register for one in your area.
I hope you enjoy your visit!
