Special Needs Planning

Special Needs Planning

Planning for the future of an individual with special needs requires in-depth knowledge of the federal laws as they pertain to government benefit eligibility and legal documents such as special needs trusts and guardianships. There are important financial considerations as well for providing not just lifetime care, but quality of life.

In planning for the future of your dependent, remember that you are the primary expert, but you may also need to turn to a number of other experts for assistance on such things as special needs estate planning. Though many of these issues can seem overwhelming, it is important you take the time with those experts today to provide for your loved one’s tomorrow.

Our Mission mission is to help families plan for the future of their dependents with special needs, including preserving government benefits and providing insurance and other financial solutions which can help provide lifetime quality care.

Our Goal is to empower you to make informed decisions about issues that affect your families well being.

Unfortunately, most parents aren't aware that:

  • If a person with a special needs more than $2,000, they can lose most government benefits eligibility.
  • Laws vary by state - it is important to know or rely upon an expert who knows the laws and special needs attorneys within your state.   

We can help in following ways: 

  1. Contact me to schedule an Intake Meeting.
  2. Present a Special Needs Planning Educational Workshop at your group or event.
  3. Send you a Newsletter by e-mail - Topics include special needs planning techniques, resources, advocacy, etc.
  4. A Letter of Intent for your loved one.
  5. Assist you in finding resources.
  6. To review special needs planning strategies in further detail.
  7. To discuss special needs trust funding options for a lifetime of quality care for your loved one.