Special Needs Planning
If you have a loved one with special needs, our team can help you plan for their future through special needs planning. Special needs planning takes into consideration the types of care your loved one may need considering the government benefits they may receive over the course of their lifetime. In some cases, you may want to set up a special needs trust to provide additional finances for your loved one without losing government benefits. We are here to guide you to the best solution for your loved one’s needs.