top of page
What is Special Needs Planning?
Often, young and adult-age children with disabilities are not able to properly care for themselves. Their future independence and quality of life depend largely on their parents’ capabilities and desire to create a plan in conjunction and harmony with keeping government benefits available.
Special Needs Plan
Creating a plan for the future of a child with special needs starts at the very beginning. When a child has special needs, parents are not only preparing for their own retirement but also for the full life of their child. A comprehensive plan involves financial advisors to keep the numbers on track, a care manager to assist in navigating care options, an attorney to create legal documents that protect assets for the child while not interfering with the child’s ability to receive benefits.
Plans & Trusts
Special Needs Trust
A significant component of special needs planning is a special needs trust as well as other estate-planning documents for parents. A special needs trust has language specifically set forth to protect a child’s eligibility for government benefits and is coordinated with financial and legal planning with the parents and other family members, if applicable.
FAQs
Consultation
SCHEDULE A CONSULTATION
bottom of page