Securing a Lifetime of Care
Special Needs Planning
Protect benefits and secure the future for your loved one with special needs.
Special Needs Planning
Planning for a lifetime of care.
Many families don’t realize that even a small inheritance—around $2,000—can impact a loved one’s eligibility for crucial government benefits like SSI or Medicaid. We help families of special-needs children or dependents plan for the future with strategies that preserve these benefits while ensuring a lifetime of quality care.
Special Needs Planning
Protect their benefits, protect their future.
With our guidance, you’ll gain a clear understanding of available government benefits, explore funding options such as special needs trusts, prepare a Letter of Intent, review legal considerations including guardianship or conservatorship, and plan for lifelong care while supporting your loved one’s independence.
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Make the move toward a brighter financial future.
Connect with a trusted advisor today.
