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The Case For Special Needs Planning for the disabled can be a tricky -- yet rewarding -- practice area for advisors.   |
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Special Needs Clients: 'Retirement for 3' For families with a special-needs child, advisors must employ a variety of tactics. |
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Jeff Schlegel |
Special Needs Planning Requires Pioneering Spirit There isn't a lot of information out there to help financial professionals deal with the special needs of clients with disabled family members. |
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Dan Sullivan |
An Industry Transformer Mary Anne Ehlert has found a unique and rewarding way to set her business apart. The Ehlert Financial Group has developed "The Process for Protected Tomorrows" which offers financial solutions for people who have relatives with disabilities. |
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September 1, 2005
M. Michael Babikian |
A Delicate Balance For disabled clients, a special needs trust can maximize private sources of funding without jeopardizing public ones. |
BusinessWeek
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Disabled -- But Financially Secure Supplemental care trusts provide for an offspring without forfeiting public aid. A look at Merrill Lynch's Special Needs Financial Services group. |
