Financial Resources for Military Families
For a military family, the need for a financial resource can pop up when least expected. Use this resource to learn about direct services, financial support, or information and referral.
Estate Planning for Special Needs
This PPMD webinar, featuring Stephen Elville, covered basic estate planning, universal concepts about leaving assets and financial and tax planning aspects of special needs planning.
Putting it all Together Planning Financially for Special Needs
In this PPMD webinar, Eric Jorgensen dicussed ABLE accounts and Special Needs Trusts and how they can work together as well as First & Third Party Trusts.
Guardianship and Alternatives
In this PPMD webinar, guest speaker Stephen Elville discussed benefits and drawbacks of guardianship, alternatives to guardianship and the questions every family should ask before making the decision to pursue guardianship.
Maryland ABLE Informational Webinar
ABLE accounts allow individuals who receive benefits to maintain those benefits while building assets in a tax advantaged account. This session will provide an overview of the ABLE Act, a look at the features and specifications of the Maryland ABLE plan, information on treatment of account funds, and an opportunity for questions and answers.
Special Needs Trusts and ABLE Accounts
In this PPMD webinar, guest speaker Mr. Stephen Elville discussed Special Needs Trusts and ABLE Accounts, the benefits and drawbacks of both and what are the questions every family should ask before opening these accounts.