Helping Those with Special Needs

If you have a loved one with special needs, you know that proper planning can greatly enhance your loved one's quality of life after you are no longer there to provide for them.  To get started we will explore with you:

  • Special Needs Trusts
  • Guardianships &¬†Conservatorships
  • SSI (Supplemental Security Income)
  • Medicaid
  • Selecting Proper Trustees
  • Effective Methods of¬†Leaving Money to your Loved Ones

When family members consider passing along inheritance to loved ones with disabilities, many face the following challenges:

  • Managing resources so that supplementary funds are available
  • Maintaining government benefits such as medical care
  • Providing lifetime supervision and care
  • Guaranteeing supplementary funds for a meaningful lifestyle
  • Avoiding family conflict