A Few of the Finer Things - November 2015

This month I am once again posting an article from Raymond James WorthWhile magazine. This one is called “Thriving with Special Needs” and deals with planning for the future of a loved one with a disability. I have several clients who have children with special needs and many more clients who know somebody who has a loved one with special needs…I thought this piece had a lot of good information-from the new 529-like ABLE accounts to Special Needs Trusts to living in planned residential communities-feel free to pass along to anyone who might find value.

WorthWhile - Thriving with special needs

Please also mark your calendars for our Weiss Wealth Strategies Holiday Open House on Saturday, December 12th (5 - 9 PM) at my home. Hope to see you there!

- Gary Weiss, November 2015

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