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Special Needs Planning

Legacy Wealth Management's goal is to help families plan for the future of their dependents with special needs, including preserving government benefits and providing insurance and other financial strategies  which can help provide lifetime quality care. The planning process begins with a complete review of your dependent's needs, future care plans, assessment of government benefit eligibility, and finally a review of your family's current financial and legal plans.

We would be glad to provide costs and complete details as well as help you to determine your dependent’s needs and funding options to address those needs.

*This information is not intended to be a substitute for specific individualized legal advice. We suggest that you discuss your specific situation with a qualified legal advisor.