Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Learn
A Special Needs Trust is a statutorily sanctioned vehicle that often replaces a guardianship for disabled individuals and minors.

Apply
With guardianship assets transferred to a Special Needs Trust, the individual can qualify for public funds since the trust owns the assets.

Achieve
Assurance that the financial needs of the disabled individual or child, as determined by the family, are fully met with personal care and attention.