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.
Guardianship & Trusts
We meet a number of families each year that have already met with a planner in an attempt to design a special needs plan. The plans are put together with...
Answers to your most pressing questions on the topic of Estate Planning for children with special needs
The mom’s anguished question was, “Why do I have to pay $5,000 to speak for my 18-year old with Autism?”
The Special Needs Trust (SNT) is arguably the most important planning tool available to families with