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Special Needs Planning

One of the most important issues to parents and guardians of special needs dependents, regardless of age, is what will happen to the individual after the parents are gone. Answering questions such as:

  • Where will they live?
  • Who will look out for them and their best interests?
  • What about finances?
  • Who will advocate for their personal interests, degree of independence, and expose them to new activities?
  • Will my loved one be healthy, happy, and secure?

All of these questions are properly addressed only with a practical special needs life plan. Planning your dependent's financial future requires knowing the role of and effectively using government benefits, calculating the individual's financial needs, and having an effective and successfully coordinated estate plan. We provide specialized expertise to make the most of each family's resources, regardless of economic status.

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