Receiving a financial settlement or lump-sum payment can be life-changing for an individual with special needs. While it may provide a path toward financial security, it also comes with significant challenges. Without careful planning, these funds could...
As a client’s family expanded with the blessing of grandchildren, details surrounding the gifting of family ranch land grew more complex. Selling the beloved property was not an option, so how could the client preserve the ranch and continue to share it with their...
