WEPC Meeting: Planning for a Loved One with Special Needs
This presentation will provide an overview of the critical considerations for families seeking to provide lifelong security to those they love that happen to have a disability. Without a doubt, this deeply emotional concern keeps parents up at night. Helping a family quantify the financial needs now and when parents have passed, recognizing what public benefits may be available to help fund those needs, and how to structure an estate plan that incorporates these opportunities is vital. Join us to learn how to better serve these families.
