You’ve always been there for your disabled child or spouse. But life’s unpredictable twists raise concerns. What if?
Our mission is to remove those ‘ifs’ and ensure a stable financial base with continued government support.
When you leave assets directly to a child with special needs, it could easily jeopardize their eligibility for programs like Medicaid or Supplemental Security Income (SSI). These benefits have strict asset limits, and going beyond can cost your child their crucial assistance.
In estate planning, the top priority for parents with special needs loved ones is ensuring their long-term care.
The aim? Equip them with robust financial security without risking essential government support like Medicaid or Supplemental Security Income (SSI).
Special needs planning involves making a legal plan that an individual with disabilities remains cared for throughout their life, especially after their primary caregivers or parents are no longer around.
Here are some legal tools commonly used in special needs planning:
These tools, when used properly, can create a comprehensive plan that addresses both the immediate and future needs of someone with disabilities.
The daily care you provide your disabled loved one is a testament to your dedication. But the challenges of understanding government benefits can be testing. And you have concerns:
Through Special Needs Planning, we’ll lay a foundation for their lifetime security while offering you the peace of mind you so rightly deserve.
Protecting your loved one’s government benefits is just one benefit of special needs planning.
There are many benefits, but here are a few of the main ones:
How does special needs planning benefit you as the provider? Peace of mind. Knowing there’s a plan offers emotional relief for you, siblings, and other close relatives.
Our team tailors a plan to your unique needs, ensuring uninterrupted benefits for your loved one.
You’re not meant to walk the journey of special needs planning solo. You aim for a secure future for your loved one with special needs. Our team knows trust regulations and can guide you. Through special needs planning we help build that protection, offering you peace of mind.
Your vision for their future is our mission.