For Families of Individuals with Disabilities
Planning for the future of an individual with special needs requires in-depth knowledge of the federal laws as they pertain to government benefit eligibility and legal documents such as special needs trusts and guardianship.
Our office can guide you through the variety of tax advantage options available for special needs family members. Give us a call to build an investment strategy, built for life.
Nadine Lord Divan EA, CFP®
30021 Tomas, Suite 300
Rancho Santa Margarita CA 92688
Toll Free 800-350-1299