SME Collaborative, Dartmouth, MA, September 24th, 2019. Special Needs Financial Planning is planning for two generations. Many children with a disability must be supported their entire lives, even long after their parents have died. Our approach reaches beyond the limited boundaries of Wills and Trusts to provide you with a road map to address your own family’s Special Needs.
* Planning for Two Generations centers upon a timeline that highlights the various planning pressure points where parents should be aware of changes relating to their child’s benefits, legal and financial issues. The primary focus is to help parents avoid common mistakes and pitfalls in their own planning.
* In addition, the discussion will also cover the ABLE account and its potential role in planning for your child.
RVSPs required to https://specialneedsplanning.com/workshops-calendar/ or contact firstname.lastname@example.org 781.756.1804