A Special Need Planning Timeline: 9 Steps to a Sound Family Plan
Planning for the future well-being of your children is a daunting task for any parent. The question for most parents is: where to even start?
Heath Burch, CFPA
Taking Control of Your Family’s Finances Following a Divorce
Taking Control of Your Family’s Finances When faced with the responsibility of managing your family finances for the first time, it can feel overwhelming when it isn’t something you were...
Creating a Financial Game Plan | A Milestone-Based Guide to a Special Needs Plan
Creating a financial plan with a trusted advisor is critical, and arriving at various milestones can guide you in what to do next. Below are seven milestones to benchmark your planning efforts with financial advice for every turning point.
Special Needs Planning: What is a Special Needs Trust?
The Special Needs Trust (SNT) is arguably the most important planning tool available to families with
