What We Do Best

As an advocate for the care and support of your special needs child, I will work to help protect public benefits and coordinate those with your family’s needs and specific desires now and at every stage of life.  Create the largest legacy of care — correctly; position you for a retirement you can count on; and avoid inadvertently jeopardizing public benefits. Ensure that your strategy is carried out in your estate planning documents to minimize taxes, alleviate or drastically reduce Medicaid Payback opportunities, and develop a coordinated care and support strategy while maintaining financial flexibility as many guarantees a possible.

Let’s Talk – Make an Appointment

Please note that filling out this form does not necessarily mean that services will be provided. This form below is simply a “get to know you” ahead of potentially scheduling a meeting. Once the form is submitted, our representative will contact you with any additional information that is needed to advance. Thanks and we look forward to hearing from you in the future! Use this link: Schedule an Appointment, to create a conversation!