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Steps to Protecting a Child with Disabilities

Estate planning for a child with disabilities is not a one-time event but an ongoing process.

The cost of raising a child to the age of 18, now costs about $300,000.00, and that doesn’t even include college! For a child with special needs, that cost can more than triple. Without proper preparation, your child’s lifetime needs can quickly outstrip your funds.

Sean recommends to Erin, that you:

1. Prepare Your Estate

2. Coordinate with Government Benefits

3. Identify a Caregiver

4. Involve the Family, Seek Professional Guidance

You may also consider a special needs trust. Proactive planning means you, your child, and your family will be okay in case the worst happens. And keep in mind, estate planning for a child with disabilities is not a one-time event but an ongoing process. If you’d like to speak with Sean about preparing your estate and your finances, please call at 603-715-2335 or click HERE to schedule time directly on Sean’s calendar.


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Davis Wealth Management
10 Fayette Street
Concord, NH 03301

Office: (603) 715-2335
Toll-Free: (888) 333-3818
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info@daviswealthmgmt.com 


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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Davis Wealth Management, LLC are independent of each other. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

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The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

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