Support your loved one’s special needs, today and tomorrow

If you have a family member with special needs, you know the importance of providing and preserving the specialized, personal care they receive.

When it comes to planning your family’s future, thoughtful preparation can ensure that your loved ones qualify for the support they need and deserve.

For many people with special needs who require assistance, programs like Medicaid and Supplemental Security Income empower them to live more fulfilling, independent lives. Medicaid helps millions of adults who face emotional and physical challenges pay for the care and treatment they depend on. However, Medicaid strictly enforces means testing, requiring that applicants possess assets below the small amount allowed by their state of residence.

Fortunately, there are planning options to provide for your loved ones with special needs without compromising their eligibility for Medicaid and other government programs. Special needs trusts and ABLE Act accounts enable you to provide additional support to your family member worry-free.

Get your FREE copy of our “Special Needs Planning Guide” to learn more! With the proper preparation, you can provide a happy, secure future for every member of your family.

Special needs trusts can pay for:

  • Medical/dental expenses not covered by government benefits
  • Elective surgery
  • Massage therapy
  • Over-the-counter medications (including vitamins and herbal supplements)
  • Gym membership and fitness equipment
  • Home improvements/repairs
  • Ride share, bus/rail pass or other transportation
  • Legal/accounting services
  • Hobbies
  • Recreation and entertainment (summer camp, movies or social events, videos, sports equipment)
  • Education

Fill out this form to get your FREE copy of "Special Needs Planning Guide"

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Planning for Special Needs