Special Needs Planning

Many of our clients are the financial and/or physical caretakers for a loved one. Whether it is a child with Down Syndrome, a parent suffering from Alzheimers or a partner who is HIV+, continuing support is paramount in estate planning. We can provide the knowledge and tools so you can continue the care, support and protection of your loved one indefinitely.

We’ll sit with you to discuss your current and future needs. By providing assistance with Special Needs Trusts and Pooled Income Trusts we’ll provide the peace of mind that your loved one can continue to enjoy the quality of life you’ve provided.

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Ruth W.