Special Needs Planning

Special Needs - A special needs child is exceptional.   In planning for a special needs child we will make sure that you have the right plan in place so that you are obtaining all the benefits that you are entitled and eligible for as a family.  We will work with you and your other trusted advisors to make sure you are getting the resources you need for your child, and we will tailor your plan to provide long-term financial security for your child in adulthood.

Have you established a special needs trust?

Do you have a transition strategy for when your child becomes an adult?

Have you thought about who would be the guardian or trustee of your child in the event of something happening to you?

Jesus said, “Let the little children come to me, and do not hinder them, for the kingdom of heaven belongs to such as these.”

Matthew 19:14

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