Estate & Wealth Planning

Welcome to: Life Planning For Families of Special Needs

Read More
image01

Workshops

Join us for our next Life Strategies Workshop.

Read more
image02

Benefits Assistance

Let us assist you in identifying and applying for governmental benefits you may be eligible for.

Read more
image03

SEMINARS

Not sure if the workshop is what you need? Come join us for a Seminar first!

Read more
image04
Establish a First Meeting »

Life planning is a partnership built on trust and integrity. We understand the importance of developing a strategic, long-term plan that takes into consideration your unique circumstances. Our philosophy centers on the cornerstone of the strength of the family unit.


How prepared are you?

This quiz will walk your thru the features every special needs family needs to have in place to take care of a their loved one.

Take the Life Plan Quiz »

Our Process

First you must establish a meeting with one of our planners.
Complementary initial consultation.

Step two in our complementary initial meeting:

We will discuss who will provide care, assets to provide care, trust, guardianship, letter of intent, laws and benefits available to your loved one.

Step three join one of our workshops were we will teach you how to implement your plan.

CATEGORIES

Our planners will help assist you in understanding, developing and implementing the following:

Government Services Care & Transition Plan Financial Plan Estate Plan Things Families Worry About COB Plan

Establish a First Meeting »

Our Team of experienced special needs planners know how you feel. Complementary Initial Consultation Let us share our combined 100+ years of experience and expertise while establishing a plan for your loved one.

Establish a First Meeting »