Families with Special Needs

Planning for the personal needs and financial security of a loved one who is disabled or has special needs may seem overwhelming. While the process may not be easy, it doesn’t have to be difficult. All you need to do is take the time to understand the basics, get the professional help you need, and proceed in an organized fashion.

What is Special Needs Planning?

  • Balancing your present and future needs with your loved one’s present and future needs
  • Create and implement personal care, financial and legal plans
  • Learn about the Government/Federal Benefits for your loved one
  • Appoint a guardian and/or conservator to follow through with care in your absence

One of the most important parts of Special Needs Planning is to calculate the approximate supplemental cost for the life of the individual with special needs today and when the main caretakers are gone. The services we provide can help improve the quality of life for people with disabilities and special needs and give you the confidence that your loved one‘s needs will continue to be cared for and supported.

Estate Planning Tips!  
Article: Thirteen Estate Planning Tips for Beneficiaries with Special Needs


*This information is for general purposes only.  This information is not intended to be a substitute for specific professional financial advice.

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