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Navigate Estate Planning in Special Needs Planning: Avoid the Common Pitfalls In Your Legal Plan

Navigate Estate Planning in Special Needs Planning: Avoid the Common Pitfalls In Your Legal Plan

October 04, 2023

Join Joanna Craney ChFC®, ChSNC®, WMCP®, Co-Founder of Empowered Financial Strategies, for an interview with special needs and tax attorney Randy Hope Steen Esq. where they will discuss what parents/caregivers can do to make sure their estate plan is set-up properly, especially when caring for a loved one who will be dependent upon them for the rest of their lives. Mistakes in this area of planning can be costly and procrastination can lead to financial instability and impact the future care and quality of life of your dependents. Randy will share her legal expertise on how she works with families to make sure families are set-up correctly and avoid the common estate planning mistakes she has seen many families make.

Empowered Financial Strategies is a full-service insurance and financial services firm. Serving the needs of individuals, business-owners, professionals and their families, we are dedicated to providing our clients with the best products and services possible. Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, Inc. (HTK), Registered Investment Advisor, Member FINRA/SIPC - 600 Dresher Rd., Horsham, PA 19044, USA. 800-873-7637. **Randy Steen, Esq., The Law Office of Randy Steen and Empowered Financial Strategies are not affiliated with Hornor, Townsend & Kent, Inc.5995252RG_Oct25

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