Special Needs Articles

You May Need to Change Your Beneficiary Designations

SSDI May Not Last Forever

Top 10 Mistakes Caregivers of Dependents with Special Needs May Make When Planning

Discussing Future Needs of Dependents with Special Needs - Topic Suggestions for Meeting with Family & Friends

I Don't Have Any (or Little) Assets: Why Do I Need a Special Needs Trust?

How special needs planning can enhance the quality of life of a spouse or child with disabilities in a divorce

Don’t Need Government Benefits? Create a Financial Strategy As Though You Do.

Special Needs Planning in Divorce

Tax Planning Using Special Needs Trusts Considering the Tax Cuts and Jobs Act of 2017

Alert to Caregivers of Dependents with Special Needs