Special Situations

At some point in your life, you or a member of your family may experience the kind of life-changing event that will impact your financial well-being.

Whether that event is positive such as a marriage, a large inheritance, or a lottery win or is a challenge such as a serious illness, incapacitation, or divorce, you and your family will encounter financial and emotional stress. The key to coping with these sudden changes is careful preparation.

At SC&H, we make sure you are prepared before you are faced with difficult choices or unexpected disruptions. We develop a safety net that supports your wealth management plan by covering any life situation that needs special attention. In order to prepare for any special situations, we examine the following and then devise a solid plan:

• How your wealth management plan would be affected by divorce
• How to protect your assets from creditors
• The impact of a personal injury lawsuit on your assets
• Ways that your financial resources can adequately provide for:
  • Dependent care
  • Death or disability of a spouse or loved one
  • Merging your money when you marry

For more information about our special situations planning, contact us.

Contact Us: 800-832-3008
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Securities offered through Triad Advisors, Inc. Member FINRA/SIPC. Advisory Services offered through SC&H Financial Advisors, Inc. SC&H Financial Advisors, Inc. and Triad Advisors Inc. are unaffiliated entities.

We have individuals licensed in the states of CA, CT, DC, DE, FL, GA, HI, KS, MD, MN, NV, NH, NY, NC, PA, SC, TX, and VA. Maryland license number 496.