Financial Planning


Accounting Is Not Only Important - It's Mandatory

Unfortunately, too many trustees of special needs trusts or those who oversee funds for people with special needs don't even know that they have a duty to account for the funds they manage, let alone perform that duty correctly.

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What Expenses Can ABLE Accounts Pay For?

ABLE accounts, new savings plans for people with special needs to save for disability related expenses, may be used for an even broader array of products and services than many beneficiaries may realize.  ...

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