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ESTATE & TAX PLANNING

Estate & Tax Planning

An estate plan is a guidebook for the future, and is an especially critical piece of every Special Needs Family. If your child’s disability impedes his or her future independence, your need to plan is the first step toward securing your child’s future after you are gone.

Estate Planning and Special Needs Estate Planning is the process where you decide:

  • Who will take care of your typical and special needs child(ren) (like naming a guardian in your Will).
  • How their money will be handled until they’re ready to inherit it; and in the special needs situation–so that it doesn’t interfere with critical government benefits!
  • Where their inheritance will go in the future towards certain goals and needs.  For your special needs child, this means the Special Needs Trust.

While an estate plan helps protect your child in the future, tax planning helps you save money so there are more resources available for their care. With smart planning, families can reduce their taxes, by taking steps such as:

  • Using tax-advantaged accounts:  strive to let money grow and be used in a tax efficient manner. This includes 529 Accounts, an ABLE Account, IRAs and company retirement plans (e.g. 401K) and other tax-advantaged vehicles.
  • Setting up trusts properly so that they don’t create unnecessary extra taxes.
  • Staying up-to-date on current tax policies so that you are getting the deductions, reductions, and opportunities that are available to you and your family.

Start Preserving Your Wealth

I work with clients to integrate estate and tax planning into their overall financial strategy. Together, we set priorities, design targeted strategies, and collaborate with legal and tax professionals to implement your savings and retirement plan.

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How can we help you? The first step is scheduling a brief consultation so the we can better understand you questions, concerns, goals and how we can partner together.

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