Financial planning with a special needs family member requires a thoughtful, dedicated approach to ensure stability and care for the long term.
How We Help You:
Specialized Trust Planning: Establishing secure trusts to provide for your loved one's future without compromising eligibility for essential benefits.
Lifetime Care Strategy: A comprehensive financial plan to address the long-term needs and care for family members with special needs.
Estate Coordination: Aligning your estate plans to protect the financial wellbeing of your entire family, with special consideration for your loved one.
Government Benefit Navigation: Expertise in leveraging government programs and benefits that are vital to your family's financial plan.
Life-Stage Transitioning: We chart a financial course that changes with your special needs family member’s life journey.