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Special Needs Planning

Special Needs Planning<br/>

Special Needs Planning

Taking care of an individual with Special Needs can be a lifelong commitment and perhaps beyond. Caring for a loved one with Special Needs requires careful thought and planning. Though many of the steps are typical estate planning actions, such as preparing a will, establishing powers of attorney and establishing a guardianship where necessary, extra care must be paid to financial arrangements. In particular, it is important to make arrangements in a way that helps preserve means-tested benefits such as Medicaid or SSI. With numerous complex state and federal laws that may impact caring for an individual with Special Needs, it is important to seek advice from an attorney experienced in this area.

Our organization, The Moody Street Group, LLC, helps by working with Families, Organizations and Qualified Professionals to foster awareness of strategies to improve quality of life for loved ones who need special care. In particular, we have initiated and continue to facilitate workshops on Special Needs Trusts and financial considerations.

Special Needs Resource Network

Click on the links below for more information on Organizations and Providers in our Network:

HMEA

HMEA

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Jewish Family and Children&#8217;s Services

Jewish Family and Children’s Services

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The Bridge Center

The Bridge Center

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The Carroll Center

The Carroll Center

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Suzanne Ducharme

Suzanne Ducharme

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Massachusetts Down Syndrome Congress

Massachusetts Down Syndrome Congress

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HMEA, The Carroll Center for the Blind, The Bridge Center, The Offices of Suzanne Ducharme, Massachusetts Down Syndrome Congress, and Jewish Family & Children’s Services are not affiliates of The Moody Street Group, LLC or OneAmerica Securities and are not OneAmerica Financial companies.

Special Needs Resource Network

Helping those who cannot help themselves.

The Special Needs Resource Network at The Moody Street Group, LLC is dedicated to serving the special needs community through educational seminars, workshops, and other events where parents of special needs children are introduced to the resources available to them in their communities and the major challenges in providing financial support and security for special needs children are addressed.

The Moody Street Group, LLC collaborates with local organizations and family law attorneys experienced in working with special needs families to provide valuable information and guidance. The goal is to assist families in their efforts to provide secure futures for those who cannot help themselves.

Learn More About Special Needs Trusts

To receive a complimentary Special Needs Planning Handbook, “A Different Hand to Play”, please submit the form below:

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Financial planning relationships typically starts with a conversation, not a presentation. Reach out to schedule a meeting, and we will spend that time learning about your situation, your goals, and where you want to go from here.

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