Special Needs Planning

Life happens.

Special circumstances arise, as I know first-hand.

As a parent with a child who has autism, I have expertise in planning for special needs situations because I live it every day.  Caring for a loved one with a disability and protecting them from creditors or other potential sources of an invasive nature can be overwhelming.  It is also essential to ensure your plan allows for them to be taken care of for the long term.  There are several unexpected events you may encounter that may put your financial security at risk, and it is our mission to work with you to mitigate that. We are well versed in Medicaid planning situations and have the first-hand experience to help you navigate these complicated matters.

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