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Secure Planning Strategies - Special Needs Guidance - Southfield, MI

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Special Needs Trust

Successful special needs planning requires careful integration and coordination of financial and legal planning. Family members need to concentrate on their own financial well-being in order to extend care to their dependents.

One element of a sound special needs financial plan is a Special Needs Trust. The creation of a Special Needs Trust will provide for the special needs family member and funding strategies for the trust may be beneficial. This is designed to provide benefits that supplement government assistance to the dependent during the parent’s lifetime, as well as after their death.

A Special Needs Trust provides the following: 

During the planning process, we strive to ensure that the life-long care needs for your loved one are addressed, integrating available social service, and coordinating the strategy with a team of experts, including social workers, legal and accounting professionals, life insurance and pension consultants, and more.