I Don't Have Many Assets
A quick video on why you need to make sure you have a plan for your dependents regardless of the amount of assets you have.
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These videos are intended for educational purposes only, and should not be relied upon to make legal or investment decisions. Consult with your financial professional or special needs professional for more information.
A quick video on why you need to make sure you have a plan for your dependents regardless of the amount of assets you have.
A case study on the special needs planning situation of Aretha Franklin, who passed away in 2018.
You've probably heard about wills, but how much do you know about them?
A webinar where we go over the different steps and topics that are necessary to creating a special needs plan.
Do future caregivers for your child know how to take care of your child as well as you do? Learn about what the importance of the Letter of Intent.
Guardianship is the #1 special needs topic that we're asked about, so we made a video about it to help you understand it a little better.
Some important documents that you should have for your children and why they are important.
In this video, we'll be going over an additional 5 common mistakes caregivers of dependents with special needs may make when planning.
In this video, we'll be looking at 5 common mistakes that people may make when working on their special needs plan.