Caring for loved ones with special needs or disabilities has many challenges that are unique to each family. Setting up a successful financial and estate strategy to provide for those unique challenges can be a daunting task to undertake, with many pitfalls.
There are several factors to be considered and it is crucial to work with a team of professionals with experience in these fields. This workshop will give you a wealth of knowledge from experienced professionals. Here, they will discuss several possible financial strategies available to families.
Topics of discussion will include: setting up a care plan, establishment and management of trusts, special needs investing strategies, types of qualifying expenses, beneficiary designations, and many more elements to be considered for families with unique needs.
Discussion
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