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Most of us associate Social Security with retirement, but advisors should also be familiar with disability and survivor benefits. A client who contracts heart disease, cancer, HIV, or any number of other serious impairments before reaching retirement age may need all the income he can get.
From government assistance programs to special-needs trusts, this article outlines the planning basics for clients with disabled kids.
The more involved you become with a client's financial situation, the more you'll need to develop a referral network of trusted professional resources. These suggestions will help you find an attorney with whom both you and your client will want to work.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024
Chicago
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 13–16, 2024