We have first-hand knowledge of the challenges and the joys that can come from caring for a love one with special needs. Our planning process was designed through our expertise in wealth management and tax planning and the personal experience of providing for a sibling with an intellectual disability.
Whether you’re just starting your family, or you’ve recently taken guardianship of a love one, we can help you navigate the complex, and often costly, world of special needs planning.
Our Multi-Generational Planning Process Includes:
One thing we have learned along the way — it’s critical to start planning as soon as possible to minimize the financial implications of caring for a family member with special needs.