Special Needs Planning, Pt. 4: Merrill Lynch Unveils Special Needs Calculator
Merrill Lynch provides training for advisors so they can help familie help loved ones with special needs.
Special Needs Clients Offer Special Challenges
Planners with clients who have special needs family members may sometimes feel overwhelmed by the complexities of providing for their future. Or they may make errors in provisions designed to protect a special needs client that can cost the family—and the planner, too—down the road.