In a recent issue of The Wealth Counselor newlsetter Life Managment Advisors learned about the special needs sector. Whether you realize it or not, you probably already have these clients. Or you have clients who know someone who needs this planning.
In the issue, The Coleman Law Firm looked more closely at the increasing need for special needs planning, explained how you can work with a team in order to add a social service element to your practice, and they looked specifically at the needs and desires of more affluent families with loved ones who require special care or assistance. They also looked at how special needs planning can be an entry to other planning opportunities across generations within the same family.