Special Care Planning

My mission is to help families plan for the future of their dependents with special needs by providing education and possible financial solutions, which can help maintain a lifetime of quality care.  


As Special Care Planners, we specifically help families;

  • Gain a greater understanding of government benefits

  • Understand some of the techniques available to help preserve government benefit eligibility for SSI and Medicaid

  • Understand financial issues in special needs planning, including funding special needs trusts

  • Understand the benefits of a Letter of Intent

  • Learn about the role of a guardian and conservator with respect to their special needs dependent

  • Determine how much money is needed to fund a lifetime of quality care


The following are Special Care Planning Articles: