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NOVEMBER 18, 2020 SPECIAL NEEDS PLANNING
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.
OCTOBER 19, 2020 SPECIAL NEEDS PLANNING
A case study on the special needs planning situation of Aretha Franklin, who passed away in 2018.
SEPTEMBER 28, 2020 SPECIAL NEEDS PLANNING
You've probably heard about wills, but how much do you know about them?
SEPTEMBER 3, 2020 SPECIAL NEEDS PLANNING
A webinar where we go over the different steps and topics that are necessary to creating a special needs plan.
AUGUST 31, 2020 SPECIAL NEEDS PLANNING
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.
JULY 9, 2020 SPECIAL NEEDS PLANNING
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.
MAY 27, 2020 SPECIAL NEEDS PLANNING
Some important documents that you should have for your children and why they are important.
MAY 24, 2020 SPECIAL NEEDS PLANNING
In this video, we'll be going over an additional 5 common mistakes caregivers of dependents with special needs may make when planning.
MAY 16, 2020 SPECIAL NEEDS PLANNING
In this video, we'll be looking at 5 common mistakes that people may make when working on their special needs plan.