Do you have a loved one with disabilities or special needs?
A special needs plan ensures they’re supported financially and emotionally for the rest of their life—without risking their essential benefits.
If you’re caring for a child or loved one with special needs, you’ve likely wondered what will happen when you’re no longer around.
Who will step in?
Will they lose access to government benefits like SSI and Medi-Cal if they receive an inheritance?
California families face complex rules when it comes to protecting loved ones with disabilities. Without the right plan, well-meaning decisions—like leaving money directly to your loved one—can jeopardize their care.
Special needs planning gives you peace of mind. It ensures your loved one will always have the financial support they need and the government benefits they rely on.
Contact us at (650) 787-4142 or click here to get started today.
Discover the steps you need to take to plan for the future care of your special needs child.
Ensuring lifelong care and financial security for your child with special needs starts with a solid plan. Don’t wait until it’s too late.
Here’s what you need to know:
Special needs planning ensures your loved one is supported financially without losing access to crucial public benefits.
Here are some key tools that can help:
Created and funded by parents or family members. It protects benefits, and leftover funds can pass to other family members.
Guiding parents through the journey of raising a child with special needs, offering peace of mind and a sense of freedom along the way.
A tax-advantaged savings account where money can be set aside for expenses like housing, education, and transportation—without jeopardizing government benefits.
Names a trusted guardian to care for your loved one and manage their affairs when you can no longer do so. Includes detailed care instructions for their needs, medical, and financial management.
When Lisa learned her son Jacob, who has autism, was set to inherit $150,000 from his grandmother, she realized it could create a big mess. Without proper planning, the inheritance would have disqualified Jacob from Medi-Cal and SSI, putting his access to vital care at risk.
Lisa worked with us for Special Needs Legal Planning and set up a stand-alone third-party Special Needs Trust. Now, Jacob can receive the inheritance while continuing to qualify for government benefits.
Lisa sleeps better at night, knowing Jacob will always be cared for.
Don’t let well-meaning mistakes risk your loved one’s future. A carefully designed plan protects them for life.
Contact us at (650) 787-4142 or click here to get started today.
You’ve worked hard to provide the best for your loved one. Let us help you create a plan that ensures their care and financial security for decades to come.
Click here to schedule a free call and take the first step toward your family’s future.
Special Needs Planning ensures your loved one’s financial and emotional well-being.
Leaving money directly to your loved one can disqualify them from SSI, Medi-Cal, and other critical programs. A trust keeps their benefits intact.
Special needs trusts and ABLE accounts ensure your loved one has funds for housing, care, education, and more—without court interference.
A plan allows you to decide who will care for your loved one, manage their finances, and ensure they have the best quality of life possible.
You’ve dedicated your life to caring for your loved one with special needs. A thoughtful plan ensures they’re protected, supported, and secure—no matter what happens.
We’ll guide you through the process with care and compassion, so you can rest easy knowing their future is safe.
