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Special-needs planning is hard but rewarding About one in five people in the U.S. have a disability, and that will likely increase as the baby boomer population ages, according to the American College of Financial Planning. About two-thirds of people who are caregivers reported being worried about having enough retirement income. May 24, 2021 In the May 17 issue of InvestmentNews, Emile Hallez wrote about the complex challenges and personal rewards of providing financial planning for special-needs clients. Among the individuals interviewed for his cover story was an adviser whose pedigree fo...

Special-needs planning is about much more than ABLE accounts and trusts When it comes to special-needs planning, the answer is seldom easy. The decisions about whether a special-needs child would benefit from guardianship and conservatorship in adulthood and if so, who will be their guardian and oversee their trust, are important. May 17, 2021 8 MINS 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 extra-wide hallways that ca...