I'm experienced in special needs planning because I'm also a special needs parent and live the daily challenges with my daughter, Hudsyn. When we begin planning with your family, you will need three professionals at the table. Estate Planning Attorney who will offer you expertise on things like guardianship, a special needs trust, etc.
2. Government Benefits Specialist – someone who not only help
s us with access and identification of programs at the local, state and federal levels but gives us the cost planning analysis needed to determine just “how much” needs to go into the special needs trust at your passing. We work with several experts in this area depending on your child's needs.
3. And myself, a Financial Advisor – typically I’m the quarterback for your plan and help make communication with these folks simple and consistent for you and your family. We’re different than most firms in that we bring these three professionals to the table to coordinate your family’s plan. You and your children receive a holistic plan that covers both risk management and long term investment planning. We make sure the right documents are in place but most importantly that those documents (like the Special Needs Trust and ABLE accounts) have a detailed funding plan upon your passing or inability to care for your loved one.
