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Special Needs Planning


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

 

Ph 949-766-7808

Toll Free 800-350-1299

Fax 949-766-7809

 

NadineLord@cox.net