Special Needs Planning

When we work together, I start by understanding your family's full picture: your loved one's needs, the care you envision for their lifetime, and where the financial gaps are. From there, I build a plan that accounts for those long-term care costs while helping protect the government benefits your loved one relies on. I coordinate closely with your special needs trust attorney and other professionals, handling the financial side while they handle the legal documents. Throughout, my goal is simple: to give you confidence that the people who depend on you will be cared for, even when you're no longer there to do it yourself.