Protecting your client's future, via 1st or 3rd party trusts, involves providing options for both the client and their loved ones. A special needs trust allows the client to plan carefully without ...

Estate planning refers to the preparation of tasks aimed at managing an individual's asset base in the event of their incapacity or death. The planning includes the bequest of assets to heirs and the ...

The patchwork of government programs for adults with disabilities, and their varying eligibility rules, create complications and traps. But more financial planners are aiming to help. When she was ...

Raising a child with special needs presents unique and long-term financial planning considerations. Parents need to focus on ...

When it comes to securing the financial future of individuals with special needs, traditional planning falls short. Advanced special needs planning requires a comprehensive and tailored approach to ...

Christine Benz: We want to delve into special needs planning. And your book is called The Special Needs Planning Guide. It’s incredibly detailed and comprehensive. But it seems like a huge challenge ...

For families with special needs, financial planning is not just about securing a future. Their idea behind the planning is to ensure dignity, care, and stability for loved ones. Christian Urbina, CFP® ...

People with children who cannot support themselves need to think well past their own lifetime and figure out how to provide for children after they are gone. By Martha C. White Rachel Nagler, 39, has ...

An expert Q&A on Medi-Cal, which is California’s version of Medicaid, and other special needs planning considerations for California residents. When planning for individuals with disabilities, it is ...