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Special Needs Planning | On-Demand Webcasts

Letters of Intent in Special Needs Planning

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.

October 22, 2021
October 22, 2021

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15 Results

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Special Needs Planning | On-Demand Webcasts

Income Tax Planning for Families Caring for Children with Special Needs

June 25, 2020

Special Needs Planning | Insights

An Overlooked Deduction for Families Caring for Those with Special Needs

By Thomas M. Brinker, Jr.

May 28, 2020

Special Needs Planning | Insights

Special Planning for Individuals with Special Needs: An Inside Look

May 18, 2020

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