Special Care Planning

Our Mission is to serve families that have dependents of all ages with disabilities by assisting them in addressing critical issues and securing a lifetime of independence and quality care for their loved ones.  As Special Care Planners, our goal is to support the local Long Island community by serving as an educational resource for families planning for the financial future of their dependents with special needs.

 

We specifically help families in the following areas:

 


  • Learn techniques to preserve government benefits eligibility for SSI and Medicaid
  • Understand legal and financial issues in special needs planning, including special needs trusts
  • Creating a Letter of Intent
  • Review legal options when a dependent with special needs turns age 18
  • Determine how much money is needed to provide lifetime quality care



Please click on the link below for additional details on how we can assist you with your Special Care Planning: 


/files/8870/Special%20Care%20link.pdf