Special Needs Planning
Caring for a person with special needs takes special planning. Particular needs will always be present, and you must consider and prepare for them. Taking steps now can help secure your dependent's well-being, today and tomorrow. Areas you should consider include your dependent's legal, financial, medical and educational needs. Planning for the Future: Addressing legal issues is a crucial step in planning for the future. Creating and planning your estate is vital to meeting your dependent’s lifetime needs. These issues fall into three main categories: wills, guardianships and special needs trusts. Workshops: There are workshops available for group presentations. Please inquire for further details. The Iowa Financial Group is honored to have three Special Needs Planners:
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Florence "Cissi" Leinonen Special Needs Planner (563) 549-6127 cleinonen@metlife.com |
Please enjoy a complimentary copy of Planning for Your Dependent with Special Needs
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