Special Needs Planning

• Review of your dependent’s needs and future care plans.
• Assess government benefit eligibility and review your family’s current financial and legal plans.
• Review eligibility requirements for SSI and Medicaid
• Special needs trusts and knowing which are right for you
• Guardianship, Conservatorship and Client Self-Determination and Empowerment Issues
• Appropriate funding vehicles – including life insurance, to help guarantee your child’s future quality of life.