Special Needs Planning

Special Needs Planning is a way to prepare financially and legally for the future of someone with a disability or special needs. It involves setting up tools like special accounts, trusts, and legal arrangements to ensure they receive care, support, and resources without jeopardizing eligibility for government benefits. The goal is to protect their quality of life, security, and independence while respecting their individual needs and circumstances. Proper planning provides peace of mind for families, knowing that their loved ones will be well-supported both now and in the future.