Special Needs

When someone who is physically or mentally disabled comes into money through an inheritance, a gift, or a lawsuit settlement, this money can be both a blessing and a burden. The money can provide a better quality of life for the disabled individual. However, a person with special needs may not always be able to manage large sums of money or property. Further, acquiring significant assets can also disqualify a disabled person from access to important government benefits like Medicaid or Supplemental Security Income (SSI).

With special needs planning, the burdens of an inheritance or financial windfall are removed and it is possible to provide substantial benefits for the disabled individual. Special needs planning must be done correctly, and it should be done with the help of a qualified professional. Luna Wealth Management offers comprehensive assistance to those who want to leave money to a disabled loved one or who want to help a disabled friend or relative who is about to receive a gift or settlement.

Give us a call today to schedule a consultation and get advice custom-tailored to your situation.