Financial


Planning for your own future can be intimidating to some people. Planning to provide for the future financial care of a loved one with special needs can bring its own anxieties and concerns. How do you begin? What government benefits might be affected by your plans for your family member’s future? Here, we help you find the answers you need. Together, we’ll explore the options available to you in the world of special needs planning.


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Glossary

Planning Around Government Assistance Programs

Special Needs Trust: Put Money Aside Without Jeopardizing Benefits

Stretch That Dollar! Ways to Save When Medical Bills are Overwhelming

What’s So Special About Special Needs Planning