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HOME > Planning for Those With Special Needs

Planning for Those With Special Needs
Resources

American Foundation for the Blind
The ARC (The national organization of and for people with mental retardation and related disabilities and their families)
Council for Exceptional Children
Developmental Disabilities Resource Center
IDEAPractices
National Information Center for Children and Youth with Disabilities
National Multiple Sclerosis Society
National Organization on Disability
Office of Special Education Programs
Social Security Administration
Special Needs Advocate for Parents
Spina Bifida Association of America
United Cerebral Palsy Association, Inc.

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SERVICES

Estate Planning Services
Assistance with Living Trusts, Wills (simple & complex), Powers of Attorney, Living Wills, Irrevocable Trusts, Family Limited Partnerships, and Charitable Giving.

When Loved Ones Pass Away
Probate Assistance, Trust Administration, and Probate Litigation.

Long Term Care Planning
Long term care planning with insurance is a valuable tool to help you handle the cost of an unplanned lengthy illness. No major life decision should be made without a full understanding of the benefits, costs, and consequences from a variety of perspectives.

Incapacity Planning
Assistance in pre-planning the handling of a client's affairs in the event they become disabled before passing away.

Business Planning
Business Succession Planning, Small Business Planning, and Lawsuit and Asset Protection.

Elder Law & Medicaid Services
Helping clients qualify for government benefits legally and ensuring their estates are preserved in the process.

Planning for Those With Special Needs
Assistance in creating plans with disabled family members in mind.

DocuBank
DocuBank® keeps health care documents on file for people who want to have those documents available at a moment's notice..

Financial Advisor Education Corner
Comprehensive resource center that includes timely Educational Alerts and FYIs, along with Continuing Education Programs for Financial Advisors, covering fundamentals to advanced estate planning and taxation topics.