Letters of Intent in Special Needs Planning
Learn how to utilize “letters of intent” in special needs planning to clearly communicate caregivers’ wishes, concerns, and instructions regarding their loved ones.
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View DetailsSpecial Needs Planning On-Demand Webcasts
October 22, 2021
In this webcast, guest presenters Kelly Piacenti, MA, ChSNC®, Head of SpecialCare at MassMutual, and Jerry L. Hulick, CLU®, ChFC®, ChSNC®, CLTC®, Principal for The Washington Group Special Care Planning Team, host a session discussing “letters of intent” in special needs planning and how they can be used to clearly communicate caregivers’ wishes, concerns, and instructions regarding their loved ones to those who come after them.
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View DetailsSophia Duffy Discusses Planning for Incapacity
View Details