Special Needs Trusts

A loving gesture that leads to a brighter future
  • Provide a better qualify of life.
  • Preserve government benefits.
  • Select a caring custodian for your loved ones.

People with special needs have
special financial challenges.

A trust may be the best way to provide support that supplements government assistance.

When caring for loved ones with special needs, care must be taken to ensure your largess doesn't reduce other financial support for which they are eligible. The Wealth Management team will ensure that your wealth works optimally for your loved one for years to come.

  • Enhance quality of life by providing funds to pay for certain allowable items.
  • Preserve Social Security Disability income, and other federal and state benefits.
  • Select trusted parties to care for your loved ones assets
Investment Management
Guiding your money moves, every step of the way.