A Special Needs Planning practice serving the Greater Merrimack Valley. Joseph L. Morana is not your typical attorney—he believes the client always comes first. This philosophy guides him and his practice: he thinks of himself as a “family lawyer” in the same way you might think of a “family doc...

(978) *** ****

Empathetic And Careful Financial Planning Is A Key Component To The Fulfilling Life Of Your Special One We will focus on your unique situation. Your and your loved ones’ needs, wants, and wishes. I’ll make myself available to answer all your questions.  Comprehensive Special Needs Planning combines a...

(617) *** ****

Cynthia R. Haddad, Wealth Advisor CFP® Partner & Wealth Advisor, Special Needs Financial Planning, a specialty practice of Affinia Financial Group Caring for one another is at the core of our most valued relationships. For families of people with special needs, preparing for the future may seem overwhelming;...

(781) *** ****

John Nadworny,Wealth Advisor,CFP® Partner & Wealth Advisor, Special Needs Financial Planning, a specialty practice of Affinia Financial Group The work of determining the resources needed to secure the future for a family with a complex life situation is part art, part science, and 100% preparation. Planning w...

(781) *** ****

Alex Nadworny, Wealth Advisor, CFP® As every graduate knows, there is no shortage of advice given to them when they begin their professional lives. Alex connected with the advice from Steve Jobs: “The only way to do great work is to love what you do.“ For her, the continuous thread inspiring her throug...

(781) *** ****

Attorney Julie Low received her law degree, cum laude, at Western New England College School of Law where she was a member of the Western New England Law Review. Ms. Low was admitted to the Massachusetts Bar in 2007. Prior to starting her own law practice in 2010, she worked in Legal Services, serving indigent clients...

(978) *** ****

The Special Needs Planning Practice Group is chaired by attorney Frederick M. Misilo Jr.. With over twenty years of experience practicing law, Mr. Misilo is a frequent lecturer on estate planning, special needs planning and elder law. He serves as President of the ARC of Massachusetts and is Chairperson of the Board of...

(508) *** ****

Sheryl J. Dennis is a partner at Fields and Dennis, LLP in Wellesley, Massachusetts. Ms. Dennis is a member of the Boston and Massachusetts Bar Associations, the Massachusetts Council on Family Mediation, the Collaborative Law Council and the National Association of Parent Coordinators. She is also a principal in the C...

(781) *** ****

Steven M. Cohen is a partner at Pabian & Russell, LLC, leading the firm's elder law group. Mr. Cohen is one of Greater Boston's most noted elder attorneys, working for the elderly and disabled. For over twenty years he has been dedicated to educating professionals and the community on the intricacies of elder law....

(617) *** ****

The Special Needs Planning Practice Group is chaired by attorney Frederick M. Misilo Jr.. With over twenty years of experience practicing law, Mr. Misilo is a frequent lecturer on estate planning, special needs planning and elder law. He serves as President of the ARC of Massachusetts and is Chairperson of the Board of...

(508) *** ****

Bio coming soon!

(508) *** ****

DARYL CAMERON EVERY, ESQ. is a sole practitioner in Milton, where she concentrates in trusts and estate planning, special needs and elder law, disability advocacy, and public benefits. Ms. Every acts both as a trustee to family and special needs trusts, as well as trust counsel. She advises families, guardians, trustee...

(617) *** ****

Thomas R. Mullen has been an attorney since 1977 and has devoted his practice exclusively to elderlaw since 1988. He is nationally recognized as one of the foremost experts on Medicaid planning. His additional Practice areas include estate planning and trusts for disabled people, as well as  assisti...

(617) *** ****

Joan has more than 25 years of experience in professional accounting and finance, and has been with PLAN since 2008. Prior to assuming the role of Executive Director, Joan’s responsibilities included PLAN’s operations, trust administration and finance. She has been an auditor with a “big four” p...

(617) *** ****

Scott Scales is a Relationship Manager for the Investment Management Group in Milford. He is responsible for the administration of account relationships for individuals, trusts and institutions in the greater Milford area. Scott brings over 30 years of bank and trust experience. Prior to joining Rockland Trust, h...

(508) *** ****