Special Needs Planning

Advanced planning can make a significant difference for a loved one with special needs. Proper special needs planning can allow your loved one to maintain their eligibility for critical public benefits and government programs, while ensuring a safety net for their supplemental needs. Every public benefit and government program available to a person with special needs has its own set of rules. It is important that every special needs plan considers those rules while using the planning tool that makes the most sense. We assist by considering your goals for the care of your loved one, reviewing the financial circumstances of you and your loved one, and creating a plan to meet your loved one’s current and future needs.

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