Taking Care of a Loved One Means Much More Than People Think.

What is Special Needs Planning?

Special needs planning is a legal planning strategy to financially allocate funds in the case of a caregiver’s death. The goal is to ensure that your loved one is properly taken care of and that the funds you are leaving behind as a legacy are used to improve their lifestyle, and not just used on their care.
Special Needs Planning

Who Is Special Needs Planning For?

Special needs planning is critical for:

Parents and guardians of medically fragile dependents
Parents and guardians of developmentally disabled dependents
Individuals with medically fragile spouses

Our Special Needs Planning Strategies

It’s not enough to ensure that your loved one’s medical bills are paid for. We help our clients ensure their loved one’s inherited wealth is protected and used as effectively as possible.
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If you have a loved one that is or may be eligible for aid based upon their health or physical limitations, we will collaborate with reputable insurance advisors and the right attorneys to ensure that money is spent to improve your loved one’s life circumstances.

Wealth is built and protected, starting today will make a huge difference in your future.

Learn & Connect

When it comes to growing and preserving your wealth, knowledge is power. Whether you decide to work with us or not, these resources are here to help you make the best decision possible with your wealth planning.
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Q1 2020 Newsletter

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