Please send us your questions, areas of concern, things that keep you up at night, topics that cause confusion, etc so we can get you the information you want since you are taking the time to listen in.

Families with children and other dependents with special needs, no matter what the age or disability, face many serious questions about how to best prepare for the future well-being of their loved ones.

It is important to be aware of how special needs financial & estate planning is different than traditional financial & estate planning. Our goal is to make sure attendees learn the importance of integrating all the necessary pieces into one cohesive plan, so the vision they have for their child’s life can become a reality, whether they are here or not.

We will certainly cover these Common Concerns:

Government Benefits & how to maximize them

SECURE Act and it’s tax-planning ramifications

Estate Planning for Special Needs

Funding Special Needs Trusts

Grandparents – the do’s the don’ts to Multigenerational

Legacy Planning

Plus more!