Professionals for Special Needs Financial and Estate Planning

For parents of dependent children with disabilities, the importance of proper financial and estate planning is far more significant than merely focusing on investment or income tax planning. Many young and adult-age children with disabilities are incapable of caring for themselves. Their future quality of life depends on their parents’ abilities and desire to structure a plan in coordination with government benefits available. Unfortunately, very few professionals are well-versed in this highly specialized area of planning. The results of an improperly designed plan can be devastating for beneficiary children with disabilities. The best results in planning can be achieved by a… Read in browser »