Putting Together an Appropriate Financial Plan for a Child with Special Needs
Most parents recognize that they need to consider their estate plan in terms of how to protect their children in the future.…
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Special Needs Planning
Articles and insights on Special Needs Planning from the Omni 360 Advisors team.
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Why Caregivers are So Important for Those Individuals Who Have Disabilities
A 2011 study shared by the Centers for Disease Control and Prevention identified that the number of children who had developmental disabilities…
What You Should Know About Special Accounts for the Disabled
You may have heard that there’s a new kind of plan out there for savings for disabled individuals, specifically as it…
Best Practices for Passing on Assets to Special Needs Beneficiaries
The tax code on its own is quite confusing but it can become even more complicated when you're thinking about leaving behind…
The Right Way to Plan for Your Special Needs Child
Parents of special needs children have unique needs when it comes to estate planning. As a recent article explains, parents of special…
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