We want to wish everyone a Merry Christmas, Seasons Greetings and a Happy New Year. My dad said that “The older you get, the faster time moves” and he was not kidding. 2012 has flown by. The year had many highs and lows and they’re will be much change in 2013. We’re thankful for all... [Read More]
Category: Special Needs
Special Needs Class Well Received
Steve’s continuing education class for professionals on special needs planning was well received by the CPAs, Insurance and Financial Professionals in attendance. Some of the information received that was most meaningful to the attendees included: “The ability to keep the challenged child on SSI and Medicaid if properly done.” “Special Needs Trusts clarification.” “The relationship... [Read More]