Jodi Perez and Jeannie Holliday were named to the 2024 edition of the Forbes list of Best-in-State Top Women Wealth Advisors

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I am a parent of a special needs child.

I am a parent of a special needs child.

  Q: I am a parent of a special needs child. How can I be sure my child is cared for after I’m gone?   A: As a caregiver of a loved one with special needs, you may be concerned about how they’ll be cared for after you are gone. You can set up your estate to...