Financial Planning

Bancroft is committed to helping families gain knowledge and access important resources to help their family member be successful. The information and resources provided here was collected by Bancroft professional staff to help family members learn more about specific topics. Bancroft professionals are also available to answer specific questions or help you access support, when needed, for your family. Please be advised that the information provided is for educational purposes only and that Bancroft does not endorse any of the products or services listed.

Books

The Special Needs Planning Guide: How to Prepare for Every Stage of Your Child's Life
by John W. Nadworny and Cynthia R. Haddad

This book is a general guide for helping families plan for two generations (i.e., the financial planning needs of the primary caregiver and the person with disabilities). For some readers, it will relieve their anxieties about planning, and for others it will raise their awareness about the need to plan. Since every family's specific situation is unique, the book is not intended to provide a specific formula for success. However, it bridges the gap between the ultimate vision a family has for their child and the financial realities of making these dreams come true. The structure of the book follows a chronological guideline of the critical transition periods that families face. The book also focuses on identifying and protecting government benefits as well as strategies to supplement government benefits. In addition to the basics of financial planning, the book includes family case studies; sample intent letters, checklists, forms, and other planning tools; a glossary of terms; and resources.

Web Resources

Allies, Inc.
609-689-0136

A non-profit based in Trenton, New Jersey, Allies provides services for adults with disabilities. They have a program geared to asset building for people with disabilities and their caretakers.

ISLES, Inc.
609-341-4733

A non-profit based in Trenton, New Jersey, Isles offers a program for economic independence and self-reliance for adults with disabilities.

NJ Family Support Services

Family Support services are intended to help support families caring for individuals (typically children) who are eligible for DDD-funded services. Families must exhaust any other services to which they are entitled before they can receive assistance through Family Support.

Social Security Online
Provides information on Social Security including the aspects of insurance and employment for anyone with disabilities.

Supplemental Security Income
This website is in association with the Social Security website. Provides information on employment support for anyone with disabilities and provides information on supplemental security income.

Special Needs Planning
This site provides information and support regarding a very special subject - financial planning for families with a member who has a disability or special needs.