Special Needs Trust

Taking care of a loved one with special needs and/or chronic illness, now and in the future, can be managed by establishing a fiduciary relationship. Instating a special needs trust means you’re financially caring for your loved one without jeopardizing their eligibility for income-restricted public assistance and disability benefits. We’ve helped a myriad of families create a special needs trust to ensure their loved ones are cared for now and in the future.

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Wealth management strategies to grow, preserve and transfer wealth.

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