Special Needs Planning: Securing a Loved One’s Future

‍Tailored Solutions for Your Family’s Unique Needs

Denise has worked with special needs clients for almost 15 years. Special needs planning  ensures the long-term security of your loved ones with disabilities. This type of planning focuses on providing financial support and care while preserving eligibility for essential government benefits. Our firm is committed to designing customized plans that protect your family’s future.

Why Special Needs Planning Is Essential

Caring for a loved one with a disability  requires thoughtful planning to safeguard their quality of life. Direct gifts or inheritances can jeopardize access to programs like Medicaid or Supplemental Security Income (SSI). A special needs trust (SNT) allows you to provide financial support without affecting benefit eligibility—ensuring continued access to vital services.

Personalized Trusts for Lasting Support

We begin by understanding your loved one’s needs and your family’s goals. Special needs trusts can cover supplemental expenses such as medical care, education, and personal enrichment. We guide you through trustee selection and succession planning to ensure long-term oversight and support.

Coordinating with Government Benefits

Navigating the rules surrounding Medicaid and SSI is complex. We create plans that enhance your loved one’s quality of life while preserving benefit eligibility. We ensure your plan is cohesive, enforceable, and built to adapt as circumstances evolve.

Building a Legacy of Care

Special needs planning goes beyond finances—it’s about honoring your loved one’s dignity and ensuring lasting well-being. Let us help you craft a compassionate, comprehensive plan that secures their future. Contact us today to begin planning with confidence and care.

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