Special Needs Planning
From One Special Needs Family to Another
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:
- Understanding the goals you have for yourself and your special needs family member
- Developing a Life Plan for the individual with special needs
- Identifying gaps between personal benefits and government benefits
- Providing support and resources
- Reviewing your financial means and expenses
- Developing investment, insurance and tax strategies to fill those gaps
- Working with attorneys to implement a special needs trust
- Planning for a comfortable retirement for you and your family member
- Meeting periodically to ensure you’re still on track and have the support you and your family need