Resources
CASE STUDY Personal Injury Settlements
Visible National Trust is a leading provider of financial solutions for families with special needs, offering a comprehensive approach to…
CASE STUDY Sibling Trustees
The Situation: Meet Alex, a devoted younger sibling who shouldered the responsibility of managing their sibling’s Special Needs Trust. Alex…
CASE STUDY Estate Planning
Wealth advisors serving families with substantial assets face unique challenges when crafting an estate plan that includes lifetime support for…
Institutional (Pooled) Special Needs Trusts in the News
We are delighted to see this story by John Kador for Wealthmanagement.com sharing how pooled special needs trusts help Wealth…
Visible National Trust Calls for Flight to Quality in Special Needs Trusts
BOSTON, Feb. 15, 2024 – Visible National Trust, the first and only national special needs trust platform run by independent…
Disability Financial Planning Affects 25% of People in the U.S.
A just-released FUSE Research report published in conjunction with WealthManagement.com confirms that advisors continue to be on the hunt for…
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….
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…
