How can you leave money to your child with disabilities without jeopardizing their government benefits? Who will manage the money? How can you guarantee that funds will be available once you’re gone? Estate planning for your loved one with special needs goes beyond the standard list of a will, power of attorney and advance medical […]

So much has changed as a result of the COVID pandemic. But there’s still a pressing need to secure the long-term financial future of loved ones with a disability. That’s why our seminar on ABLE accounts and Special Needs Trusts was so popular in January. We’re revisiting the topic in July. Learn more; ask your […]