Category: Special Needs

Horizon Ridge Wealth Management specializes in special needs financial planning.

4 Documents Every Special Needs Child Should Have…

Dec 2, 2017
Innocence is a precious trait.  Found in young children untainted by the world’s influence, childhood innocence is a reminder of ambitions, life goals, and imagination.  When we age and interact with the world, we form...

Tax Planning for Special Needs Families

Dec 2, 2017
Special Needs Planning involves many layers, one of which is managing the finances of those with special needs.  A guardian of the estate, power of attorney for financial management, or trustee of a special needs...

The ‘Special Needs Team’ – Who Should Be Included?

Dec 2, 2017
Special Needs planning can be an intense process that requires the coordination of multiple individuals to work together.  In many cases the ‘Special Needs Team’ is considered to be family, friends, the special needs counselor,...

Protecting Your Family’s Wealth With A Special Needs Trust

Dec 2, 2017
When we think about planning for the future, we usually think about what we are going to have for dinner, or what we are going to do this weekend.  In some cases, certain individuals think...

What You Need To Know About 2 Special Needs Trusts

Dec 2, 2017
If you have ever planned for an important event in the future like a birthday, vacation, or wedding, then you know there are plenty of things that can go right, and plenty that can go...

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