For a Family with Special Needs, Life Care Planning Takes a Traditional Financial Strategy to a Higher Level


Having a Life Care Plan—a coordinated program of future care planning, financial and legal strategies—is especially vital when a member of the family has special needs. A Life Care Plan changes and adjusts through time, and is provided by a team that may include legal and tax advisors, as well as insurance and investment professionals. Every family has unique circumstances. Once the individual or parents accept those circumstances, they realize they must begin planning now, not later.  

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