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Special Needs Planning

Special Needs Planning

Special Needs Planning is for anyone who receives or could potentially receive means-based government benefits (Medicaid, Disability, Social Security, etc.).


Estate plans with Special Needs provisions ensure that an inheritance will not disqualify loved ones from the assistance they need.


We have solutions for rough waters like a debilitating accident or illness. Plan so that you or your loved ones can access critical medical and financial resources.

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