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"8 Secrets to Securing Your
Special Child's Future That the
Government Won't Tell You"
By Todd Margolis
$149 Value!
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My beautiful niece Madeline is the inspiration for this website and the services we offer. She is a very special child who brings immeasurable amounts of joy to everyone in our family. She is also developmentally delayed which presents her with special gifts and challenges. Her parents, my sister and brother-in-law, came to me to purchase life insurance to ensure that if anything happened to them, little Madeline would be well taken care of. Well as most of you know, it is not as simple as taking out a life insurance policy and making your special child the beneficiary. There are laws pertaining to special needs children that have to be taken into account.
But where does one go to find all of the questions and answers that need to be taken into account when planning your special child’s future? The information is scattered all over the place. You would have to research the internet, call financial companies, attorneys, estate planners, and insurance specialists just to get started. Wow! This is a lot of work. What if someone created a place where you could have all of the resources necessary to successfully plan you and your child’s future in one spot?
Welcome to The Margolis Financial Group LLC. We understand that your life is very busy, and we have brought together experts in each area required to give you the most comprehensive plan available for you and your special needs child.
These are some of the topics that need to be addressed when planning your special needs child’s future:
 Guardianship - Brief Review of Guardianship – “There are several types of Guardianship. If you are contemplating establishing a Guardianship you need to discuss the specific details of your situation with our or your Attorney to determine what form of Guardianship is most appropriate.” (sourced NSNN, Inc.) Click on the following link for more information regarding Guardianship:
http://www.nsnn.com/a_brief_review_of_guardianship.htm
Supplemental Needs Trust – Some Frequently Asked Questions – “A Supplemental Needs Trust (sometimes called a Special Needs Trust) is a specialized legal document designed to benefit an individual who has a disability. A Supplemental Needs Trust is most often a “stand alone” document, but it can form part of a Last Will and Testament. Supplemental Needs Trusts have been in use for many years, and were given an “official” legal status by the United States Congress in 1993.” (sourced NSNN, Inc.) Click on the following link for more information regarding Special Needs Trusts - http://www.nsnn.com/Frequently.htm
Last Will and Testament – Let our professional team help you create a Living Will and/or Last Will and Testament
Estate Planning – Understanding where you are today financially is the first step to figuring out where you are going to be in the future. We will provide you will all of the tools necessary to make sure that your estate passes to those you choose and not to the government. Not only do you have to plan out your estate, but also the estates of any persons who are planning on leaving your special child a gift, because these outside gifts could jeopardize your child’s State Benefits.
Life Insurance – Providing protection for those who matter most to you, while giving you a living benefit of a tax-free banking system that you can use to finance vehicles, college tuitions, vacations and home improvements. Life Insurance can also provide Tax-Free retirement income while protecting you and your family. Proceeds from death benefit are also Tax-Free.
Living Documents that tell survivors and Guardians of any special needs your child may have. These include, but are not limited to: Food and animal allergies, medical requirements, educational requirements, communication skills, playtime activities, favorite colors and places, and important contact persons and information.
Financial Planning – Find out how you can fund these initiatives with money that you are currently making. Most people are unknowingly or unnecessarily throwing away thousands of dollars a year through excess interest payments and taxation. Let us show you how to make the most out of every dollar you earn. It is your money and we want you to keep more of it for the people and things that matter the most to you!
Sign up for our FREE DVD entitled “Becoming Your Own Banker” and learn how you can use one of the oldest financial tools available – Permanent Life Insurance – to provide your family with all of the protection they deserve while creating a banking system that will enable you to recapture money that you are currently paying to banks and financial institutions. The more money we can recapture back into your banking system – the more money available for everyday items, and the more money available to pass Tax-Free to your family should something happen to you.
Or you can contact us to schedule a time when we can go over the Infinite Banking Concept in further detail by emailing us below.
After you have reviewed this fifteen minute video, call us to schedule a time when we can sit down and create a comprehensive plan for you and your family. Doing this will give you the piece of mind to concentrate on the things in life that matter the most to you – Your Family! |
