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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 child or dependent 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 child or dependent be healthy, happy, and secure?

All of these questions are properly addressed only with a practical Special Needs Life Plan. Planning your dependents financial future requires knowing the role of and effectively using Government benefits, calculating your child’s or dependent’s Financial Needs, and having an effective and successfully coordinated Estate Plan. We work for families to provide professional specialized expertise to make the most of their resources, regardless of economic status.

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