Addressing Special Needs Planning comprehensively insures that all critical future planning areas are considered and work together.
Knowing that all aspects of planning have been well thought out provides peace-of-mind to parents, families, and caregivers alike.
Special Needs Trusts
Wills & Family Trusts
Guardianship / Conservatorship
Government Benefit coordination (Maximizing benefits)
Collaboration with other professional advisors
All your planning needs met in one place. Work with a team of caring and experienced special needs planners with over 30 years combined experience.
Legal planning including Special Needs Trusts
Government Benefit coordination
Conservatorship document preparation and filing