Plan Special Needs

While the majority of families we work with today have a loved one with special needs, that is not the case with all of the families we serve. The knowledge we have gained in the complex world of Special Needs Planning – including estate planning, tax planning, financial planning, government benefit planning, and legal documents – has allowed us to become that much more effective with every family we serve.

Our expertise in Special Needs Planning has also proven a tremendous asset for families caring for aging parents, or when they themselves enter their senior years which requires a combination of asset positioning and protection strategies necessary to navigate the aging process.