Services
As a Special Needs Planner, my mission is to help families plan for the future of their dependents with special needs by providing education and possible financial solutions, which can help maintain a lifetime of quality care.
We specifically help families:
- Gain a greater understanding of government benefits
- Understand some of the techniques available to help preserve government benefit eligibility for SSI and Medicaid
- Understand financial issues in special needs planning, including funding special needs trusts
- Understand the benefits of a Letter of Intent
- Learn about the role of a guardian and conservator with respect to their special needs dependent
- Determine how much money is needed to fund a lifetime of quality care