Special Needs Planners - Corporate Office

Description

Assistance with developing a comprehensive life plan for people with disabilities and their families These plans ensure a secure future should a parent or other guardian be unable to care for the person with a disability. MORE INFORMATION Works with families who have loved ones with special needs. Provides financial services to resolve the unique legal and financial planning issues of people with disabilities. Areas of planning include: * Preserve eligibility for government benefits * Establish guardianship * Create Supplemental/Special Needs trusts * Personalized Life Planning Portfolio * Life Insurance * Educational workshops for parents and professionals

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