Financial & Long-term planning for special needs futures (Part 3)

Mary Anne Ehlert, CFP goes over all the Legal Documents needed to Support the Life Plan and Legal Guardianship and Conservatorship as well as Special Needs wills/trust, both first party and 3rd party. – In Simple Terms Putting together legal documents is confusing. Legal “talk” sometimes intimidates us. But the real concepts are simple, and knowing what the legal “talk” means, how it applies to you and your family, and what you really need, is so important to the big picture of the future.