Special Needs Planning 

Helping you protect the people you love

What can you do to help the people in your life that have special needs and facilitate their quality of life?

Here are a few things that we can help you do....

  1. Choose the trustees of your special needs trust. 
  2. Prepare your estate plan with your special needs child in mind. 
  3. Help you prepare for your special need child a college savings plan or life insurance. 
  4. Help you appoint the right person to step in and take care of your special need child. 

A special needs child or person that has mental or physical disabilities that receives public monetary benefits would only have the bare necessities. If you provide for a special needs child and have thought about what will happen to them when you are no longer able to provide for them, then you are not alone and now is that time to start planning. We can do a special needs trust that will leave specific instructions on medical check-ups and facility, designated funds, special dietary needs, personal care, and so much more.

A special needs trust is one of the most important parts of your estate planning if you provide for a child with special needs. This trust will help you provide for your loved one after your passing and give you peace of mind today.