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Special Needs Planning

As someone who loves and cares for an individual with specials needs, you may be concerned about ensuring that your loved one continues to receive the care he or she requires throughout their lifetime.

The task of planning for a high level of ongoing support and funding may seem daunting. We will walk you through all areas of concerns that come with caring for a loved one with special needs and the solutions available to you.

We offer support in several areas:

  • Special Needs Trust – We will work with a legal advisor to create a plan and set up a special needs trust that best fits your needs and lifestyle.
  • Life Insurance – Have peace of mind of knowing that your special needs loved one will have the financial support necessary when you are no longer there to care for them.
  • Government Programs – We will help you design ways to effectively supplement what the government provides through Medicaid and Social Security to ensure your special needs family member can maintain an acceptable standard of living.

Why we care:

  • 61 million adults in the US live with a disability.1
  • Autism affects 1 in 59 American children and costs a family an average of $50,000 a year.2
  • One child in every 700 babies born in the United States each year is born with Down Syndrome.3


1U.S. Centers for Disease Control and Prevention, 2019
2U.S. Centers for Disease Control and Prevention, 2019
3U.S. Centers for Disease Control and Prevention, 2019