Who may benefit from Special Needs Planning?

Special Needs Planning may extend to a child with special needs, a spouse with ailing health and declining cognition or to an individual you wish to provide for.

Why Special Needs Planning?

Special needs planning is not just about ensuring financial stability, but also protecting your loved one’s quality of life for years to come. Special needs trusts, government benefits, and personalized estate plans help safeguard financial resources without jeopardizing eligibility for critical assistance like Medicaid or Social Security Benefits.

How Can We Help?

• Navigating government benefits
• Establishing a guardianship, if needed
• Discuss long-term care and future financial strategies
  • Estate Planning considerations
    • ABLE account
    • ARC
    • Special Needs Trust
• Creating appropriate legal documents
  Power of Attorney
  Health Care Representative

Let’s work together to create a secure and thoughtful plan for your loved one.