Special Needs Planning
We understand the challenges you face.
Who Are We?
We are a team of experts that focuses on providing knowledge, guidance and advice to help families with special needs plan happy and financially stable futures. We share a common bond: as we are also parents, family and friends of people with special needs. Based on our personal experiences we have a thorough understanding of the complexities of special needs planning. We are dedicated to providing you with the highest quality service and advice, as well as the latest information on legal developments. Our team is designed to be thorough and committed to assisting you on this journey.ABOUT US
About Our Team
We will help you build a comprehensive special needs plan that will help ensure that your entire family, including your loved one with special needs, is protected and cared for, giving you peace of mind. We will help you identify and prioritize your life goals for two generations by understanding in detail your family’s personal story. We will coordinate a multidisciplinary team of experts to provide a person-centered approach to planning that is tailored to your unique circumstances and includes financial, legal and life plans.Our Resource Board
Expenses a Special Needs Trust Might Cover
Examples of expenses that a Special Needs Trust might cover.
- Medical and dental expenses not covered elsewhere
- Special equipment (like wheelchairs or equipped vans)
- Therapy or rehabilitation services
- Training and education
- Travel, which can include the cost of a companion
- Recreation and entertainment
- Electronic equipment and appliances, computers
- Payments for a companion
- Legal or guardianship expenses
- Burial expenses
Examples of things a Special Needs Trust can spend money on.
- a car
- a ride share membership (Uber, Lyft, etc.)
- a bus/rail pass
- a vacation
- a home
- help with starting a business