Estate planning can be a daunting task for individuals and families. The stakes can be high. The decisions are often numerous. Family dynamics frequently come into play. However, for those living with ...

For families with special needs, financial planning is not just about securing a future. Their idea behind the planning is to ensure dignity, care, and stability for loved ones. Christian Urbina, CFP® ...

Special needs planning requires a team of various professionals, such as attorneys, financial planners, trustees, and care ...

When it comes to securing the financial future of individuals with special needs, traditional planning falls short. Advanced special needs planning requires a comprehensive and tailored approach to ...

In today’s complex financial landscape, navigating the intricacies of planning for individuals with special needs or disabilities presents unique challenges. This is particularly true for families and ...

Cindy Haddad and her colleagues at Affinia Financial have doubled client assets to $418 million in the past four years because of their expertise in providing special-needs financial planning to ...

Special-needs planning is, to be sure, a niche market. Most of the advisers who serve these clients do so to accommodate existing clients, according to a 2017 survey by InvestmentNews. Komarow backed ...

Attorney Stephen Yim, founder of Yim & Yempuku, joins producer/host Coralie Chun Matayoshi to discuss what to do to ensure there is someone to care for your child physically and financially when you ...

Ms. Kate Paris, Board Chair, stated “We are incredibly excited to welcome our newest board members. Each one brings expertise and a passion for serving individuals with complex health, functional and ...

Are you the parent of a child with special needs? Breaking down planning for their life after you've passed can ease the process. Any plan should address money management, self-care and housing. Be ...

One of Scott Adams’ clients recently finished building a 4,000-square-foot house that will serve as the family’s retirement home. The structure, however, is more than a typical home — it has ...