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Providing for a disabled descendant is a highly complex challenge, and botching it can have tragic results. Here's how advisors can help clients thread the needle.
September 14 -
In a panel discussion, three financial advisors explained why the products are often misunderstood and how to assist clients in evaluating their policies.
May 19 -
The LPL and Private Advisor Group financial advisor serves on the Connecticut Autism Advisory Council, and he’s an expert in disability planning.
May 5 -
While the contributions aren’t deductible, distributions such as earnings are tax-free to the designated beneficiary if they’re used to pay for qualified disability expenses.
October 5 -
The law now creates a different method of caring for relatives while preserving the family’s financial plan, a John Hancock associate counsel writes.
January 15 -
Caretakers for those with developmental challenges can feel lost when it comes to their financial options.
August 7 -
It’s a "complicated octopus" to manage finances for clients who struggle with chronic health issues.
November 18 -
Small-business owners can win when advisers use a stacked-pension approach to 401(k) planning.
August 29