Special Needs Funding Coach: ABLE Accounts
Donald T. Brown is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. (ESI) and offers securities in the following states: AZ, CO, FL, MA, NJ, NY, OH, and PA.
One of the most impactful new strategies in recent years is the ABLE account. Along with special needs trusts, these vehicles are the pillars of special needs funding. Learn the differences between them and how each may be used to maximize financial resources for your loved one(s) with special needs. This includes protecting government benefit eligibility, eligibility requirements and guidelines for use, funding options, and choosing a manager/trustee.