Bundled Package– A Set of the 3 Individual Planning tools.
Price is $59.99
A Special Needs Plan takes the 3 Individual Planning tools offered and offers them as one unit in the Bundled Package
1. L.I.F.E.TM Journal
2. Tax Tips
3. Sample Will & Trust
With either the Individual or Bundled Package, once your payment is received you will receive an email with these planning tools attached within 48 hours.
Disclaimer: The information provided is general in nature. It is designed with the understanding that Ryan Platt and A Special Needs Plan, Inc. is not rendering any legal, accounting, financial or other professional advice. This information should not be used as a substitute for professional service in specific situations. If legal advice or other expert assistance is required, the service of a professional should be sought. By ordering this information you agree not to hold Ryan Platt or A Special Needs Plan, Inc. liable for any decisions you make regarding your planning strategy.