Home>Financial Articles and Q&A>Articles>Special Needs Planning

Special Needs Planning


Here are the general topics within the context of "Special Needs Planning"

 

 

  • Goals of Special Needs Planning
  • Special Needs Planning Steps
  • Important Legal Documents
  • Estimating Expenses
  • Federal Government Benefits
  • Special Needs Trust
  • Types of Special Needs Trusts
  • Selecting the Right Trustee
  • Planning for an Emergency

A short introductory video on this topic may be viewed at http://www.ifsguniversity.com/specialplanning

While a longer, more detailed E-Seminar covering the above topics may be viewed at http://www.ifsguniversity.com/special-needs-planning

Content provide through IFSG University under license from Broadridge Investor Communication Solutions, Inc

 

 

Upvote (6)
Comment   |  7 years, 2 months ago from Plano, TX