Friday, December 14, 2018

Leizer Gewirtzman, CPA, ChSNC, special care planner, will be the featured speaker at a workshop that will discuss 10 basic steps to help caregivers get started in preparing for the financial future of their dependent with special needs. As a caregiver of a dependent with special needs, the most important issue often becomes what will happen to the dependent after the caregiver is gone. There are some needs that will always be present and that must be carefully considered and planned for.

This workshop will address such critical issues as applying for government benefits for Social Security and Medicaid, creating a Special Needs Trust, the importance of a will and considering a Letter of Intent. Taking these 10 basic steps now can help ensure the proper care and quality of life of a loved one in the future.

The workshop will be given on Monday, March 27, at 8:15 p.m. at Congregation Adas Israel, located at 565 Passaic County 622 in Passaic.

The presentation will run approximately 45 minutes, with time afterwards to answer questions. Admission is free and the event is open to all.