Tag: forward planning

Planning for Special Needs Children

For clients who have family members with intellectual and developmental disabilities (IDD), taking care of their loved ones after they pass may be their top financial priority. One way of ensuring for the care of a family member with IDD is through the creation of a Special Needs Trust.

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Hurricane Season: Protecting Family and Home

The National Oceanic and Atmospheric Administration’s Climate Prediction Center is forecasting a 60% chance of an above-normal 2021 hurricane season, with a likely range of 13 to 20 named storms, of which three to five may be major hurricanes (category 3, 4 or 5). For individuals in the path of hurricanes, these events can change lives. However, with proper planning, the worst of a hurricane’s impact may be mitigated.

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