Special Situations

Any event that forces dramatic and sweeping changes, such as marriage, divorce, birth, death or a large inheritance, is considered a special situation. These events can affect your estate plans and investment strategies. Nisivoccia Wealth Advisors will guide you through these situations to make sure you are prepared.

Special Situations services offered include but are not limited to:

• Incapacity and Control of Assets

• Special Needs Planning

• Elder Care Planning