Individuals with Special Needs require very specific estate planning. Our first goal is to ensure that they are protected, both physically and financially. From a physical standpoint we assist our clients to make sure the right person has been appointed to help care for them. We also ensure that their individual personal needs are being met. We want your loved one to have a continuity of care with oversight by someone who has your loved one’s best interests at heart. We are here to assist your loved one and their Guardian to navigate the various legal pitfalls that may threaten them. For over twenty years this has been our primary goal.
From a financial viewpoint, we want to make sure that your loved one’s assets are well managed by a financially competent and honest Trustee. We also assist to ensure that your loved one’s financial assets do not disqualify them from various governmental programs such as Medicaid. We are especially proud of our ability to use our extensive knowledge in the areas of Estate Planning, Guardianships, Medicaid planning and Medicaid Applications to help you provide the best possible future for your loved one. We Plan so we may Protect your loved one and Preserve their assets for them to make their lives better.
Call our office to schedule an appointment and we would be happy to assist in this most important planning.