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Posts filed under: Videos | Special Needs Advice

Special Needs Planning Mistake 5 Missing Government Benefits for Which You are Eligible …such as SSI, Medicaid, Social Security Disability. Read why it is a mistake to not have these in place… For individuals with a significant disability, SSI is...
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Special Needs Planning Mistake 4 Failing to Communicate Your Intentions to Your Relatives According to our financial planner for those of Special Needs, failing to communicate your intentions to your relatives is a mistake. Do you have a Trustee or...
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Special Needs Planning Mistake 3 Not Verifying Beneficiary Designations, Retirement Accounts and more is a mistake. Learn why… Most people think that their will dictates where all of their assets will go after they die. While wills and Trusts identify...
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Watch The Complete Video Below… A town hall Video discussion covering the most challenging issues facing families with loved ones with disabilities....
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