Ten Basic Financial Steps for Special Needs Caregivers
March 7, 2019 at 6:00pm to 7:00pm
As a caregiver of a dependent with special needs the single most important issue on your mind, regardless of the age of the dependent, is what will happen to my dependent after I’m gone. There are some needs that will always be present and they must be carefully considered and planned for appropriately.
This workshop addresses such critical issues as applying for government benefits for Social Security and Medicaid, creating a Special Needs Trusts, the importance of a Will and considering a Letter of Intent. Taking these 10 basic steps now can help insure the type of care and quality of life for a loved one’s well-being today and tomorrow.
The presentation will run approximately 45 minutes, with plenty of time afterwards to answer your questions.
Please register below if you will be attending in person. We will also be broadcasting the seminar live via our Facebook page: KGH Autism Services - Madison WI.
Presented By: Zac Mulford, AWMA®, Financial Advisor & Special Care Planner at MassMutual
The information provided is not written or intended as specific tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. MassMutual, its employees and representatives are not authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. KGH Autism Services is not affiliated with MassMutual.