how we help

Special Needs Families

CARING FOR THEIR FUTURE

Planning for Your Loved One’s Needs

We help with navigating public benefits, setting up Special Needs Trusts, and ensuring financial security for your loved one. Our strategies provide families with clarity and confidence, ensuring they have the financial structure needed to support their loved one today and for years to come.

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We help with navigating public benefits to maintain eligibility for assistance.

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We help with Special Needs Trusts to protect assets for lifelong care.

A pair of scissors is cutting a piece of paper with a percent sign.

We help with ABLE Accounts to provide tax-advantaged disability savings.

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We help with investment & estate planning to secure long-term stability.

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  • How can I ensure my child qualifies for government benefits?

    We structure your finances to ensure eligibility for programs like Medicaid and Supplemental Security Income (SSI).

  • What is the difference between a Special Needs Trust and an ABLE account?

    A Special Needs Trust helps protect larger sums of money, while an ABLE account allows for tax-free savings up to a certain limit.

  • What happens to my child’s financial security when I’m gone?

    We help you create a long-term financial plan that provides ongoing care for your loved one.

  • Can my other children inherit assets without disrupting my special needs child’s benefits?

    Yes, we guide you in structuring your estate plan to ensure fair distribution while protecting government assistance.

  • How do I start planning for my child’s future?

    We help you develop a comprehensive financial strategy tailored to your family’s needs and goals.

Need guidance evaluating your options?

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Create a Secure Future for Your Loved One

Planning for a loved one with special needs requires careful attention to benefits, investments, and long-term financial security. With a well-structured plan in place, you can ensure your loved one is financially supported today and for years to come.