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Special Needs Planning

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Special Needs Planning2021-01-06T04:15:15+00:00

Planning for yourself or a loved one with a disability or other medical condition adds another layer to your financial plan.

  • I’m not sure where to start with understanding Special Needs Trusts.

  • I want to make sure my child is taken care of if I also become disabled and cannot care for them.

  • I was recently diagnosed with a chronic illness and want to make sure my partner is protected if something happens to me.

  • I’m concerned about how to provide for my child with a disability, as well as my two other children.

Modera can help you to:

  • Analyze and manage your cash flow to provide for yourself and your special needs child.

  • Protect your assets, or your loved one’s assets.

  • Navigate the public resources and benefits that may be available to you.

  • Incorporate special needs planning strategies into your estate plan and understand the various trusts to consider.

  • Optimize the way you use assets to fund your financial goals.

Educational Articles:

Special Needs Trusts for Gifting and Inheritance

If you have a minor or adult child with special needs, financial concerns are likely top of mind. Often, family members or close friends want to help you by gifting to your child or leaving an inheritance to them. Though this generosity may be appreciated, there can be unintended side effects of gifting outright to someone who has special needs.

Good to Know, Special Needs|
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