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Phone

Mobile 914-560-6184

Based in Westchester County, NY and serving the NY Metropolitan area 

Location

Stacy Sadove of Fitzgerald & Sadove PLLC and Ronald Latz of Latz Wealth Care Corp. present

Special Needs Planning and Protecting Disabled Individuals

When playing the video above, click on the square in the lower right of the video box to have a full screen view of the slides

Special Needs Planning and Protecting Disabled Individuals

This webinar provides an overview of basic special needs planning, including trusts, guardianships, ABLE accounts and estate planning tools (covered in the first half hour by Stacy Sadove), as well as an awareness of frauds and scams and tools to protect individuals (covered in the second half hour by Ronald Latz).

The live event was hosted by Heidi Donoghue of New York Life Insurance Company on November 12, 2018.