THANKS FOR REQUESTING
“THE GUIDE TO SPECIAL
NEEDS PLANNING”

Torn-edge

Check your inbox for the download.

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.

MEET WITH A FEE-ONLY, TAX-SAVVY
FINANCIAL PLANNER

We offer a no-cost, no-obligation confidential consultation so you can see if we are the right fit for you.