Please send me the
requested information.
*Mandatory Fields
We value your privacy. We never sell,
share or rent your info.
Have questions? Text (480) 226-5824
Please send me the
requested information.
*Mandatory Fields
We value your privacy. We never sell,
share or rent your info.
Have questions? Text (480) 226-5824
HERE'S WHAT YOU'LL RECEIVE!
WHAT'S IN THE GUIDE!
No Special Needs Trust
Failing to create a special needs trust can jeopardize your child’s eligibility for critical government benefits.
Relying on Inheritance
Leaving a direct inheritance to your child can disqualify them from receiving essential financial assistance.
Ignoring Guardianship
Neglecting to assign a legal guardian can lead to disputes or unfit care for your child when you're no longer around.
No Life Insurance
Without sufficient life insurance, your child may lack financial security after your passing, risking their long-term care.
Skipping Financial Advisor
Without professional advice, you may make costly mistakes that could significantly impact your child’s financial future.
Not Updating Plans
Failing to regularly update financial and legal plans can result in outdated or inappropriate strategies for your child’s needs.
Not Funding Trust
Setting up a trust but neglecting to fund it can leave your child without the financial support you intended.
Improper Beneficiary
Naming your child as a direct beneficiary on accounts or policies can unintentionally disrupt their benefits eligibility.
Overlooking SSI/SSDI
Not applying for SSI or SSDI benefits can leave your child without crucial financial support for medical and living expenses.
CONTACT US
The Pam Group, LLC
11201 N. Tatum Blvd. # 300
Phoenix, AZ 85028
(800) 921-6406 Toll Free
(480) 226-5824 Local
(480) 522-1995 Fax
CONTACT US
The Pam Group, LLC
11201 N. Tatum Blvd. # 300
Phoenix, AZ 85028
(800) 921-6406 Toll Free
(480) 226-5824 Local
(480) 522-1995 Fax