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Special needs planning
A plan for your family's best life.
If someone you love has a disability, planning ahead helps make sure they are cared for and that benefits they rely on are not put at risk.
Special skills for special needs.
Some advisors hold a special needs designation. Ask any advisor about their training and experience with special needs families. [Add your own training or designation here if you have one.]
Why work with a special needs advisor?
Planning for a person with a disability touches several areas. An advisor can help you coordinate:
- Estate planning with an attorney
- Special needs trusts
- Life insurance
- Tax questions, with a tax professional
- Healthcare issues
- Benefit rules such as Medicaid and SSI
Government benefit programs often have asset limits. Money left directly to a person with a disability can affect eligibility, which is why a trust is often used. An attorney can advise.
Get matched with an advisor in four easy steps.
- Choose your goal
- Tell us about you
- Share your name
- Tell us how to reach you
More on special needs planning
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Term vs. Whole Life: Which Fits Your Family?
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How Much Life Insurance Do You Need?
Tools and guides
Ready to plan for your family?
It's easy to get started: no commitment, just a better conversation.
This page is for general education. It is not insurance, legal, tax or investment advice. Assureanchor is a licensed insurance agency and does not provide investment management, legal or tax services. Products available depend on our licenses, our carriers and your state.
Talk it through with an advisor.
A licensed insurance advisor will answer your questions and explain every option. No pressure and no obligation.