Planning for Special Needs Families

Caring for a loved one with special needs requires thoughtful financial planning. We specialize in helping families:

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• Preserve Government Benefits: Protect eligibility for Medicaid and SSI.

• Establish a Safety Net: Fund a Special Needs Trust with life insurance.

• Plan for Long-Term Care: Cover housing, therapy, and medical needs.

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Your loved one deserves a secure future. Let us help you plan for it.