Suppose you have a client named Madeline Jones, who has a 25-year-old granddaughter, Sharon, who is disabled and gets government benefits. Madeline, whose net worth is now about $3 million, wants your ...

Careful planning for a loved one with disabilities is one of the most important and compassionate acts you can take as a parent or caregiver. It’s not just about securing their financial future, it’s ...

Estate planning is a crucial process for anyone looking to protect their family and assets, but for families with a loved one who has special needs, it requires additional considerations. Without ...

The generosity of family and friends who want to financially help families with children with special needs can sometimes backfire by costing the family money, according to Rich Yam, a Wealthspire ...