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Visible National Trust
  • Welcome
  • Individuals and Families
  • Wealth and Financial Advisors
  • About
    • Visible National Trust Leadership
    • Visible Foundation & Board of Directors
    • Visible National Trust Board of Advisors
  • Articles
  • Contact
  • FAQs
  • Events

Disability Financial Planning Affects 20% of People

A just-released FUSE Research report published in conjunction with WealthManagement.com confirms that advisors continue to be on the hunt for business-building ideas and tools. For maximum effectiveness, these approaches also need to be congruent with the business shift toward goal-oriented …

Disability Financial Planning Affects 20% of People Read More »

Disability Financial Planning: What’s at Stake for Advisors

wealthmanagement.com Midyear Outlook By Lisa A. Cohen According to the CDC, one in four people in the U.S. are disabled. The Census Bureau reports that statistic at 1:7. In total, that’s somewhere between 44 million and 80 million people. If …

Disability Financial Planning: What’s at Stake for Advisors Read More »

The ABCs of PSNTs (2 min read time)

Understanding Pooled Special Needs Trusts Consumers have access to many financial planning and investing solutions, including retirement plans, mutual funds, sophisticated alternative investments, annuities, college savings programs, and a wide variety of banking products. Now, suppose you are one of …

The ABCs of PSNTs (2 min read time) Read More »

One in Seven People Live with a Disability. And They Need a Financial Plan.

Investment News Cover Story: Special Needs Financial Planning

Special-needs planning is about much more than ABLE accounts and trusts. When it comes to special-needs planning, the answer is seldom easy. The decisions about whether a special-needs child would benefit from guardianship and conservatorship in adulthood and if so, …

Investment News Cover Story: Special Needs Financial Planning Read More »

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The information provided on this website and the documents included on it do not, and are not intended to, constitute legal, tax, investment, financial, or other advice. All content is of a general nature and does not address the circumstances of any particular individual or entity. Use of this website does not create a professional-client relationship between you and Visible National Trust or any of its professionals or affiliates. Always seek professional advice for recommendations specific to your personal situation.

This website and its contents are published by Visible Foundation and Capital Motion LLC, Orleans MA 02653. Copyright (c) Visible Foundation and Capital Motion LLC, 2021-2023. All Rights Reserved.

 

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