18 minus 64: Milestones for Parents
18 minus 64. The math doesn’t add up. It does not make any sense. What kind of financial planner comes up with a negative number anyway? And why take the…
18 minus 64. The math doesn’t add up. It does not make any sense. What kind of financial planner comes up with a negative number anyway? And why take the…
CARE Act stimulus checks went out in April and families with special-needs members are asking questions about how to handle the funds. Last week, a mom called wondering what to…
The ABLE Act changed the way we think about saving and spending money for our family members with special needs. For the first time, we can now have a simple,…
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…
This month, I spent two and a half days at the National Down Syndrome Congress’ annual convention in Dallas. The NDSC asked me to give a workshop on special-needs planning…
Special-needs trusts are key tools in the process of planning for the future needs and high quality of life for your family member with an intellectual or developmental disability. Trusts…
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…