Many families often face difficult circumstances when sandwiched between planning for their retirement, assisting with aging parents, and/or planning for the the needs of a child with disabilities. Careful planning is required to identify and assess options as well as adjust housing plans when a parent(s) or child’s needs change. As actively involved advisors, we can help implement strategies to accomplish your parent’s and/or child’s long-term goals.
Due to the nuances of elder care and special needs planning, it requires advanced coordination of financial, tax, health care and legal professionals who are experienced in planning for elders and individuals with disabilities.
We provide a personalized approach and ongoing commitment to help you maximize the independence and quality of life for your elder or disabled family member including perspectives and guidance about:
Trust and Estate planning
Referrals to family support resource
Help meet ongoing cash-flow needs
Preserve eligibility for means-tested state and federal benefits
Provide financial support for a wide range of quality-of-life purchase, activities, and services