Legal Planning: Are You Prepared for The Future? Age 18 and Beyond…

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 either.

Traditionally, the purpose of Continue reading “Legal Planning: Are You Prepared for The Future? Age 18 and Beyond…”