If not overwhelmed, you are at least aware that your loved one with special needs needs special financial planning. What and how can you take advantage of available public assistance? Should your loved one’s assets be invested in their own name? Can there be funds in their name that will not limit the availability of public assistance? Let’s talk about and work through the options to maximize care and financial flexibility.

Special Needs Planning 

The future care of your loved one with special needs is a significant concern for family members. Most important is protecting your loved one’s resources to meet their long-term needs. Here in Maryland, there are a variety of approaches that can be implemented to ensure eligibility for government benefits even when your loved one has personal assets, income or inheritances. I will help you to explore the various possibilities and take advantage of them.