Learn the basics about Special Needs Trust and other planning for your disabled loved one. After you have gotten the broad picture, download our more in depth modules!
Learn how important it is to have a Memorandum of Intent for the care of your disabled loved one - and how to do one! Having the Special Needs Trust is important, but the Memorandum of Intent is equally important.
Learn how to avoid the 10 most frequently seen mistakes families make when planning for a loved one with special needs. Neither you nor they can afford it!
Heard of ABLE accounts? Learn more about the ABLE Act & how these accounts can work in conjunction with Special Needs Trusts. This is a new law that was passed: you owe it to your disabled loved one to at least know about it!
Learn about the 10 most frequently seen mistakes we see families make when administering a Special Needs Trust. We really can not afford to mess this up!
There is no obligation, and you will simply know what options are available to you. After you schedule your appointment, you will receive a form that you must fill out in advance of your appointment. We will give you an hour or two of our time, but we want the meeting to be valuable. As such, we need a decent amount of family & property/financial information ahead of time so we can prepare to discuss the details of your case with you.
Our Free Asset Protection Workshops are a hit with clients. You will learn a lot about estate planning & asset protection planning, in addition to other rules about probate, etc. Plus, all attendees will get a free copy of our co-authored book "Tax Free Money for Long Term Care" just for attending one of our workshops.