News & Events

Oct 02

Gerald Tarutis

Planning for the future can be difficult when you have a child or other relative with special needs. While you want to ensure their needs are met, you know that the special needs person cannot necessarily manage their own finances or assets and that your resources may not be enough to meet all of their needs. How do you plan so your loved one has access to the resources you want to gift on their behalf without disqualify them from needs based federal, state and county benefit programs upon which they depend for basic needs such as food and shelter? read more

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