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Estate & Future Planning

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Programs that offer a review of options and assistance to people who want to provide for the administration and/or protection of their assets during their lifetime. (AIRS Estate Planning Assistance FT-2700)

Service Legend
Local Service
Statewide Service: Provides online resources, telehealth, or service at a satellite office.
Nationwide Service: Provides online resources, telehealth or services at a regional/national headquarters location.
Jaron H. Poulson, CFP, Financial Planning View on Map
5505 South 900 East, Suite 120
Salt Lake City, UT 84117
 Phone: 385-388-4386
Address:
5505 South 900 East, Suite 120
Salt Lake City, UT 84117
Phone: 385-388-4386
Fax: 385-375-6100
Service Categories:
Estate & Future Planning
Email: info@jhpplanning.com
URL: http://www.jhpplanning.com/
Services Provided:

Expertise with special needs trusts.
Provider Profiles:

Fee-based Financial Planning
Source: Medical Home Portal
Last Updated: 6/21/2021
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Special Needs Alliance View on Map
Nationwide Provider
7739 East Broadway Boulevard, Unit 362
Tucson, AZ 85710
Nationwide Provider
Address:
7739 East Broadway Boulevard, Unit 362
Tucson, AZ 85710
Toll Free Phone: 877-572-8472
Service Categories:
Estate & Future Planning
Guardianship
URL: https://www.specialneedsalliance.org/
Services Provided:

A national alliance of attorneys providing special needs planning for individuals with disabilities and their families. Provides a tool to locate alliance members by state.

Services Include:

  • Maximizing and preserving benefits
  • Protecting assets
  • Assuring lifelong care
Source: MHP-Nationwide
Last Updated: 12/22/2021
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