SPECIAL NEEDS PLANNINGPreparing for the day you might not be around to care for your family is a concern all parents and guardians face. It is one of the most heartfelt and emotional planning considerations we undertake in working with our clients. As a parent or guardian of a child with special needs, your financial and estate planning needs become not only more emotional, but more complex. Our professionals seek to understand the unique wishes you have for your family, and your loved ones, and will work together with you to build a plan that helps protect the care of your special needs dependent, as well as the overall intentions you have for everyone involved. For more information, please contact our Director of Special Needs Planning: Rich Harwood, CLU
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