Beneficiaries with Special Needs

Planning for family members or other loved ones with serious disabilities can be complex. Protecting government benefits and assembling an effective care-giving and support system can be challenging, to say the very least.

Likewise, beneficiaries who have issues with handling money sometimes require special provisions in your estate plan.

Assembling all the pieces your situation requires can be daunting. Since we have been touched personally by family and friends with disabilities, we are happy to help you. If we cannot provide you with what you need, at a minimum we can direct you to other resources.

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