THANKS FOR REQUESTING
“THE GUIDE TO SPECIAL
NEEDS PLANNING”

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Make sure to take the time to read through this guide carefully.

You’ll discover how to overcome the unique challenges you’ll face including:

How to leave funds for the benefit of the child without causing the child to lose important public benefits
How to ensure that funds are managed well
How to make avoid over burdening your other children with caring for the sibling with special needs
How to divide your estate among all of your children
How to make sure there is enough money to help your special needs child over time

And if you’d like to learn more about special needs financial planning, click the button below to schedule a free discovery call today.

WHAT WE DO:

CREATING A SPECIAL NEEDS PLANNING ROADMAP FOR YOUR LOVED ONE

Do you have a loved one with special needs but aren’t sure how to...

Estate Planning And The Special Needs Loved One - What The Family

Planning for a loved one with special needs presents several...

Social Security Income For Special Needs Children

Special needs children have a wide range of abilities. Some of those...

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FINANCIAL PLANNER

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80 Orville Drive, Suite 100
Bohemia, NY, 11716