TRADE IN WORRY FOR A SOLID FUTURE THAT YOU CHOOSE

Estate and financial planning to secure your child with special needs’ future and well being

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EXPERIENCED FIDUCIARY APPROACH

Together Ted & Bart have over 40 years of experience in special needs planning, its government agencies, and how it feels to function as a special needs parent. We are deeply committed to helping families, and thus, do not accept compensation from anyone else but our clients, so you can be sure we will always act solely in your best interest.

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WHAT’S IN A PLAN

Each of our plans are designed to maximize government benefits and adhere to the strict rules of Social Security and MediCare. Here’s what they include:

LIFESTYLE GUIDE – a complete guide to caring for your child, minimizing dysregulation and maximizing well being, including:

  • What calms and re-regulates your child quickly and how to build rapport
  • What your child is really like and what is important to him/her/them
  • Daily schedule, friends and activities enjoyed most
  • What your child eats and what should be avoided
  • Protocols of medicines and supplements
  • List of people who can help, including doctors, therapists and friends
  • What you’d like for your child’s future

LEGAL DOCUMENTS – a complete estate plan for you and your spouse and a trust for your child that can ensure they have the right people and resources in place for their life. Including:

  • Last will and testaments for you and your spouse
  • Family or living trust and certificate of trust
  • Special needs trust
  • Powers of attorney in case you or your spouse become incapacitated
  • Advanced health directive and HIPAA authorizations
  • Final wishes

FINANCIAL PLAN – a plan that not only considers your child’s future, but also your retirement, and takes advantage of tax-saving opportunities. Includes:

  • Up to three budget scenarios (typically live at home, group home, own residence)
  • Plan for maximizing government benefits
  • Strategies for ABLE and special needs trust accounts
  • Tax-saving strategies
  • Insurance strategies