Special Needs Planning
{4 minutes to read} Special needs planning comes about when we have clients that have a dependent (child or adult) who is not going to be able to take care of himself or herself when the parents are gone. Taking care of this special needs individual is a very, very important part of estate planning.
The […]
Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.
