Legal Planning is an essential element of a Comprehensive Special Needs Plan and is likely one of the areas you’re most familiar with. It’s vital to get this step right, but Legal Planning is not where I begin planning conversations with my clients. And it’s not where I encourage you to begin your planning process … Continue reading Legal Planning: Are You Prepared for The Future? Age 18 and Beyond…
Financial Planning provides strategies for paying for the goals you have created in your loved one’s Vision Plan. It also addresses the challenges of how to provide the necessary services and therapies determined by your Resource Plan. In my 10+ years of experience in the planning industry, I have found that families often delay Financial … Continue reading Financial Planning: Does Your Financial Plan Account for the Abundant Hopes and Dreams You Have for Your Child?
