Financial Planning For Families With Special Needs

Taking care of your family financially is important, but even more so if you have a family member with special needs. But the thought of planning for that can be downright overwhelming. After all, there's a lot to consider: How will their medical needs be met? What about housing and education? And what will happen when you're no longer around to provide for them?

We’re here to support you, so your investments, insurance, assets, and estate plans are coordinated correctly to avoid problems at trigger events. With proper planning, these trigger events—significant birthdays, the death of a parent, and changes in eligibility—should not create problems. We’ll work with you to understand the unique challenges of your family and its special needs membersOur experience and professional expertise in the challenges facing families with special needs members has made a difference for many of our clients.

Special needs planning demands a clear and unemotional response to an extremely emotional family dynamic. We have assisted many families who have dedicated their lives to making sure that their loved ones are taken care of. Over time, we have found helping our special needs families to be a hugely fulfilling part of our practice.

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