Selecting The Right Wealth Management Team

As families touched by autism know, there are unique challenges, unknowns and needs which must be addressed. It is vital that a professional team be assembled soon after learning of an autism diagnosis. That professional team must not only be experienced in their area of practice (i.e., wealth management, estate planning, accounting, taxes, insurance, banking, etc.), but also understand the financial, legal, educational and social aspects of living with autism.

Legacy of Love’s team includes well-respected professionals with the knowledge, relationships and experience necessary to guide a family with an autistic child. These professionals are abreast of changing legislation, government benefits, financial instruments and products specifically designed to meet the wealth preservation, tax minimization and asset protection needs of families touched by autism.

Legacy of Love founder and President Charles Massimo has developed a white paper - which provides an in-depth overview on the wealth and life planning needs of families touched by autism and how those needs can be met.

To receive your copy, click on the white paper icon below.