Starting to design? – This list is for you!
Special needs planning checklist

Starting to design? – This list is for you!

Last month, I hosted a workshop focused on the second and third steps of my Blueprints process of financial planning for families with a special needs member. “Starting to Design”…

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ABLE Act account updates

Families with special-needs members watched with worried hearts and concerned minds as Congress debated and approved changes to the tax code in December 2017. There is a lot at stake…

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Communicate Your Planning

TV shows and movies look to enhance drama in every scene and a favorite device to create tense emotions when someone dies is the reading of the will. These scenes…

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