Special Needs Planning
How We Work
No one person’s needs are the same as another. But financial professionals need a special skill set to properly support families who have a loved one with special needs.
Our team is specially trained to create comprehensive financial and social strategies for those with special needs — bridging the gap between community, government, and long-term support to help them live the lives they desire. Work with a special needs financial professional to:
- Establish strategies to fund a special needs trust
- Manage government benefits and eligibility
- Find the right attorney
- Plan a “three-person retirement”
- Address multigenerational wealth management
- Conduct advanced insurance planning
- Develop tax planning strategies for special needs situations

Have you have arranged to leave more than $2,000 to my dependent with special needs?
To continue to receive certain government benefits, dependents with special needs cannot have assets in their name totaling more than $2,000. Make sure your legal planning & financial planning are coordinated so all beneficiaries are updated to reflect the provisions in your will and/or your special needs trust. It's important to work with a financial professional who specializes in helping special needs families to help ensure these mistakes are not made within your financial plan.