Special Needs Planning

Get Personalized Planning

When it comes to planning for a loved one with a disability, we believe in focusing on abilities, not limitations. We work with families to create thoughtful and personalized plans that can make a meaningful difference in their loved one’s life. Our goal is to empower you to support your loved one’s dreams and aspirations, and to provide you with peace of mind knowing that their future is secure. So whether your loved one is an artist, an athlete, a scholar, or a trailblazer in their own unique way, we’re here to help you create a plan honoring abilities and celebrating potential.

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How We Help You

Preserving Possibilities

When it comes to planning for a loved one with a disability, it’s all about preserving possibilities. A well-crafted plan can create a world of opportunities for your beneficiary, with provisions tailored to their unique circumstances. With the right planning, you can make an amazing impact on their future quality of life. Let us help you create a plan that sets your loved one up for success and opens up a world of possibilities.


Planning for a loved one with special needs is an act of love that requires careful consideration and attention to detail. At our firm, we understand the unique challenges and opportunities that come with this type of planning. Our goal is to create a customized plan that will help provide financial security, preserve the possibility of government benefits, and ensure a fulfilling life for your loved one. With our help, you can rest easy knowing that you have done everything possible to protect your loved one’s future, and empower them to live their best life.

Be prepared

Get all your wishes in one place and make it easier for the people you love.

Get organized

Make a full list of your information and assets—for everyday use and emergencies.


Share your plans, final arrangements (and more) with those you trust.

Find help

Tired of googling, guessing, or trying to remember what your Uncle Mike told you? We can help!

Breathe easy

We do the hard work so you can breathe easy.