Securing a future
for your loved one.
Protect a child or loved one with special needs without jeopardizing their eligibility for government benefits.
If you have a loved one with special needs, standard estate planning could actually harm them. An inheritance received outright could disqualify them from Medicaid, SSI, and other critical government benefits they depend on.
Special needs planning creates legal structures that provide for your loved one's quality of life while preserving their access to essential benefits and services.
Planning Options
Special Needs Trusts
Fund supplemental needs like recreation, education, and personal care without affecting benefits.
ABLE Accounts
Tax-advantaged savings for disability-related expenses.
Letter of Intent
Detailed guidance for future caregivers about your loved one's routines, preferences, and needs.
Trustee Selection
Help choosing and guiding the right person or organization to manage the trust.
Other ways we can help.
Ready to take the next step?
Schedule your planning session today. We'll sit down, get to know you, and build a plan that actually works for the life you're living.