If you have loved ones with special needs or medical concerns, we can help you put a plan in place to ensure that their needs are met and that they are cared for after you are gone.
It can be very stressful to think about not being there to care for someone and advocate on their behalf, so we counsel you to consider issues and problems that may arise yet can be addressed and handled with proper advance planning.
We have the experience and expertise to advise and educate parents, grandparents and loved ones about the various considerations unique to planning for a beneficiaries with special needs. We can use special needs trusts, supplemental needs trusts, and other tools aimed at protecting and guiding the management of funds meant for a beneficiary’s care. Such planning can avoid unintentional and inadvertent loss of benefits for a beneficiary.
If your beneficiaries have special needs, it is critical to leave their inheritance in a way that protects their funds and their ability to receive other government benefits. Please contact us if you would like more information.
If you have a question, a comment, or simply want to have a conversation and explore how we can help, we'd love to hear from you.