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Plan for loved ones with special needs

Don’t Wait Until It’s Too Late – Plan Now For The Future of Your Special Needs Loved One

If you have a beneficiary who has a disability (i.e. Parkinsons, Multiple Sclerosis) or special needs (i.e. Down’s Syndrome, Autism, Intellectual Disability), you do not need to disinherit that person.  After all, you want to improve the quality of that person’s life and care by leaving them an inheritance.  There is a safe way to…

A Special Needs Trust For A Young Man Who Lost His Medicaid And SSI Benefits

If you you or a  friend has a family member that is a child with a disability you probably know the challenges it presents.  When a person with a disability is receiving Medicaid and/or SSI benefits and receives money (from a lawsuit or inheritance) it can unintentionally cause the child to lose government benefits. We were invited by a…