(the complete overview of the special needs journey)

This workshop examines the Unique Process of Providing and Planning for the Special Needs Family. It is considered a detailed overview of what it means to be a special needs family, the journey, and how completing a comprehensive special need financial life plan will enable the family to be proactive in planning for the entire family’s financial future. There will be a discussion on the basics of what needs to be considered now and when the parents are gone, or if one of the spouses is left solo to care for the special needs family. We go over the legal & estate issues, guardianship, the special needs trust, funding the special needs trust and the importance of the Letter of Intent. The intention of this workshop is to bring simplicity and understanding to a very complex and overwhelming topic.

 

Upcoming Workshops:

Tuesday April 10^th, 2012 | Register Online