Books
Special needs, special plans
Planning for your child’s future can feel overwhelming—especially when that future includes unique medical, educational, and long-term care needs. Special Needs, Special Plans is a practical, easy-to-follow guide designed specifically for families navigating the heavy financial and emotional demands of raising a child with special needs. This book walks you through what many families wish they’d known earlier: how to build a plan that balances today’s needs with tomorrow’s uncertainties. From understanding special needs trusts and ABLE accounts to preparing for guardianship, education costs, long-term care, and your own estate planning—every chapter provides clarity, structure, and real-world advice.
The Strong family formula
According to a Boston College Center on Wealth and Philanthropy study in 2014, the largest wealth transfer in history is underway. They estimate that $59 Trillion will transfer from 2007 – 2061 to heirs, heiresses, charities, and the government in the form of estate taxes. Many people are currently unprepared to discuss the wealth they will pass to future generations. The Strong Family Formula™ is a unique process that the Financial Planners of Missouri developed to help families prepare for this conversation and make it more successful. It was designed with the belief that people already have the answers they seek, but they don’t have a way to organize their thinking. This book provides the content to make the process successful.
