SPECIAL NEEDS PLANNING IN WESTERN MASSACHUSETTS AND CONNECTICUT


We will help you in creating a dynamic Life Plan to assure positive possible futures for your loved one who has a disability.

Experienced in assisting families with finding the resources to meet goals and objectives, assuring abundant fulfilled lives.   

Guardianships, Power of Attorney, Health Care Proxies, Special Needs Trusts


Supplemental Security Income (SSI), Social Security Disability Insurance (SSDI), Medicaid, Medicare, food stamps and more. Get your eligibility questions answered.


​Given your loved one’s circumstances, what would provide the right foundation for their independence, while ensuring their security and enabling parents to assist with important decisions? Will your child be able to work? Will they require full-time care? Where will they live? What sort of social life are they likely to want? 


​Our attorney with over 25 years of experience with individuals with disabilities can explain how a Special Needs Trust can be used to pay expenses without jeopardizing eligibility for important means-tested government programs. 


​We can discuss funding sources—insurance, investments, bequests—and the best way to accumulate the necessary assets to provide for the entire lifetime of your child. We can also help families think through the “circle of support” that will be available to your child when parents can no longer act as caregivers. 

· Nearly 54 Million Americans cope with special needs and the rising associated expenses, according to the National Organization on Disability.

· The lifetime cost for an individual with autism is estimated to be $3.2 million.

· 69% of families are very concerned about being able to provide lifetime care for their dependents with special needs.


We are dedicated to making a difference with every family we work with!


FINANCIAL PLANNING WORKSHOPS

We have used our decades of teaching, training, and curriculum development experience to develop individualized trainings that focus on teaching the framework you need to make SMART decisions and understand the trade-offs between the various choices you have.  


We have a proven track record of engaging and motivating attendees. We motivate attendees in to ACTION - planning long and short term goals, overcoming the overwhelm, and short-cutting the "I'm too busy, I'll get to it later" excuses and replacing it all with feelings of control, accomplishment, and abundance!  

 

UPCOMING TRAININGS

MAKING FINANCIAL EDUCATION ACCESSIBLE TO ALL!

CLOSING THE FINANCIAL LITERACY GAP - ONE DAY AT A TIME!

The below trainings are open to all. If you see one that fits your interest and schedule, email us and we will get you in! We have many trainings monthly that are not listed here, so inquire if interested in jumping in to an existing training.

If you and your friends, or your workplace, want a training, email us and we will make it happen.

Futures Planning and Finances

Positive Possible Futures For Families With Someone With Special Needs

May 7, 2020

Futures Planning and Finances

Positive Possible Futures For Families With Someone With Special Needs

November 13, 2019

SELF MADE WOMEN FINISH FIRST!

February 26, 2019

Come learn tax strategies to reduce your tax burden, where the opportunities lie in those 1099’s, about the retirement gap, why you should not delegate your financial life to your partner, and the best financial protection strategies for financial independence. Whether you are married or single come learn how to protect yourself, protect your future, and teach your kids and grandkids about money.

Futures Planning and Finances

Positive Possible Futures For Families With Someone With Special Needs

March 13, 2019

Creating dynamic Life Plans with families to assure positive possible futures for our loved ones who have a disability. Assisting families with finding the resources to meet goals and objectives, assuring abundant fulfilled lives.      
We are dedicated to making a difference with every family we work with!
We motivate attendees in to ACTION - planning long and short term goals, overcoming the overwhelm, and short-cutting the "I'm too busy, I'll get to it later" excuses and replacing it all with feelings of control, accomplishment, and abundance!

 

1-860-398-4458

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Our firm practices bankruptcy law and is considered a debt relief agency by federal law. We help people file for bankruptcy relief under the Bankruptcy Code.
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