Local special needs planners:


Rockville, MD

Fairfax, VA

Gaithersburg, MD

My son was disabled prior to age 18 and is now 39. He lives with us at home and draws Social Security benefits on his dad's work record. I will be 62 in June and have applied for early retirement. Will our son be able to draw fr...

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Resources & Information

10 Mistakes in Special Needs Planning
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Special Needs Planning
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Guide to Memorandum of Intent
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