From one special needs family to another, 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.
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.
Develop a Life Plan for the individual with special needsIdentify gaps between personal benefits and government benefits
Review your financial means and expenses
Develop investment, insurance and tax strategies to fill those gaps
Work with attorneys to implement a special needs trust
Plan for a comfortable retirement for you and your family member
Whether you’re just starting your family, or you’ve recently taken guardianship of a loved one, we can help you navigate the complex, and often costly, world of special needs planning.
We will spend a considerable amount of time up front gathering information and understanding the goals you have for you, your family and your loved one with special needs.
Collaborating with your team of professionals to develop a Life Plan is imperative to build a comprehensive plan for two generations. We will work with you to provide connections, support and resources.