My child owns a condo…

A safe and permanent home is right at the top of the list of wishes most parents have for their family member with special needs. We give that to our…

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A $250,000 Mistake
special needs planning mistakes

A $250,000 Mistake

Why would any investor seek to gain 7% on their portfolio only to have 25% of their investments go to waste? Similar scenarios play out in my office on a…

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