Gilfix & La Poll Associates LLP Gilfix & La Poll Associates LLP

Why Special Needs Planning is SO Complicated: What You Need to Know

Ensuring that you have a financial safety net for your loved one with a disability
  • Protecting them from bad actors
  • Why an improperly structured special needs plan may be worse than no plan
  • The crucial role of life insurance and integrated financial planning
  • Keeping the family home for your child WITHOUT the property tax increase under Prop 19