Dear Friends,

I have been practicing in the Phoenix area since 1992, and I’m proud to say that we now have many second generation and third generation clients. I am grateful for this support over the years, and look forward to helping new clients protect your families, business, and retirement.

As the years pass, times change, and the needs of our clients change. In an effort to continue to improve our service to you, I’m excited to announce some changes taking place around our office as well!

While I have always focused on helping clients plan to protect their family, I want you to know that I am expanding the services we provide to help the growing number of individuals living with special needs. For example, you have no doubt heard studies that more people than ever are being diagnosed with an Autism Spectrum Disorder (ASD). While it is unclear how much of this increase is due to a broader definition or ASD and better ability to diagnose ASDs, still the number of families living with ASDs is on the rise at an alarming rate. The Center for Disease Control now estimates that 1 in 88 children has been identified with an ASD—more than childhood diabetes, AIDS, and cancer combined. And in Arizona, it’s even worse: almost 1 in 64!

At a broader level, we are finding that more and more clients have family members with special needs of all types. Our elderly clients, disabled veterans, and persons with physical disabilities need resources and direction on where to turn for support. If you have a family member living with special needs, please give us a call, and let us help.

I’m a member of the Academy of Special Needs Planners, and I’m working hard to be your number one resource when you need us. We can help you navigate the sea of rules and regulations that families with special needs face. We can also help you make sure that your family member get access to, and does not lose, important governmental benefits and programs. For example, did you know that, if you have a grandchild with an ASD or other special need, you could destroy his or her eligibility for needs-based programs, by improperly including the grandchild as a beneficiary in your Will or Trust? Did you know that, if you have a child living with an ASD or other special need, you don’t have to disinherit him or her just to protect the child’s eligibility for those programs?

All it takes is a little planning. A good plan is key, not only to minimize taxes, avoid probate, and ensure a smooth transition on your passing, but also to protect the benefits available to your family members with special needs, and to maintain their quality of life.