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Special needs planning involves much more than money

Establishing a supplemental needs trust to benefit your loved one with special needs is a very important step in ensuring they will be cared for when you are no longer able to provide such support. However, there are many things to consider other than finances when planning for your loved one’s future. For example, where will they live? Who will be their guardian or trustee? What will their daily work and social routine be like? Through a comprehensive planning process you can ensure that all these needs will be addressed.

Comprehensive planning for a person with a disability is a special type of planning. Special needs planning will provide your loved one with a friend, advocate and protector of their legal rights. It will also protect your child’s governmental benefits and ensure that they will have a meaningful life after you are gone.

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