Family Legacy Planning

We want to help you protect your family's future with tailored solutions that create security.

Safeguarding Your Family's Future

Planning for your child’s future requires careful consideration, especially when it comes to ensuring their financial security and long-term care. Many parents are unaware that receiving Social Security benefits or leaving an inheritance over $2,000 could disqualify their child from essential programs like Medicaid.

Additionally, leaving assets to a sibling for safekeeping can create legal and financial risks.

There are ways to handle all these risks and safeguard your child's future, and we are here to help.

Considerations & Options

When planning for your family's future security, it is important to consider both  financial and practical aspects. 



• Who will care for your children if you are no longer able to do so? 
• How will that caregiver have the decision-making authority and financial resources to care for your children and their unique needs? 
• How do you ensure that special needs children are provided for, without harming their access to governmental resources?

Those are just a few of the complex and stressful questions that face parents with young children and special needs children. 

We are Here to Help

There are multiple options to prepare for the future, ranging from Caretaker Trusts to specialized financial advisors.   You don't have to figure this all out on your own.  We are here to be your expert guides.