Special Needs Planning
Special Needs Planning is a strategic process tailored to address the unique needs of individuals with disabilities. It’s more than just a legal procedure: it’s a way of helping to ensure long-term care, financial security, and quality of life for those who need it most. This planning involves helping you create a roadmap that includes financial, legal, and personal care considerations, structured to help provide for the special needs individual’s current and future well-being. Our review and implementation of special needs planning includes:
- Letters of Intent
- ABLE 529 Accounts
- Special Needs Trust Services
- Long-Term Care Insurance and Life Insurance Reviews
- Review of Federal and State benefits
- Community Resources
- Review of Guardianship or Conservatorship
Steward Partners Investment Solutions, LLC (“Steward Partners”), its affiliates and Steward Partners Wealth Managers do not provide tax or legal advice. You should consult with your tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Steward Partners Investment Solutions, LLC offers insurance products in conjunction with its licensed insurance agency affiliates.