Showing posts with label Special needs. Show all posts
Showing posts with label Special needs. Show all posts

January 6, 2019

Do you have a child with special needs?

"Clients who have a child with special needs face 'a special set of financial considerations,' writes Brooke Hawley, a financial adviser and mother of a child living with special needs. The most important thing to do, according to Hawley, is set up a special needs trust in the child's name."
Check out this excellent article: https://www.wealthmanagement.com/client-relations/speaking-experience-financial-planning-special-needs-families

June 6, 2018

Special Needs Financial Planning Guide

Parents of children with special needs have an extra responsibility to ensure care of their child when they are no longer able to be an advocate and manage finances and daily needs. Don't wait; start now to protect your loved one. Check out this useful resource written by certified financial planner Steven Millstein, available at: https://www.creditzeal.com/2018/05/special-needs-financial-planning.html

Special Needs Financial Planning: A Definitive Guide

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