Broker Check

Financial Management Strategies for Families with a Special Care Member

Families With a Special Care Member

Special care financial planning is different. There is not a one-size-fits-all financial plan because there are just too many variables to consider. Give us a call so that we can list all your variables, discuss your options, and then build an informed – and personalized – financial plan for you and your entire family. We look forward to helping you in any way we can.

Some questions we can answer in conjunction with your doctor, social worker, and estate attorney:

  • What is an ABLE account and does it make sense for our situation?
  • Do I need a Letter of intent?
  • Should I name my special care loved one as a beneficiary of my life insurance policy or retirement account?
  • How can I keep my loved one from being disqualified for Supplemental Security?
  • Income or Medicaid at all ages?
What is a Special Needs Trust?

Have a Question?

Thank you! Oops!