Special Needs Planning
Loss of public benefits can be devastating for those receiving MassHealth insurance or disability income. This can be the unexpected result of an estate plan where the unique needs and circumstances of a beneficiary with special needs have not been considered.
I help clients create plans that prevent undesirable outcomes and preserve financial security and peace of mind.
I also help clients with disabilities or special needs develop and implement their own estate plans to manage risk, preserve wealth, and take control of their futures.