Customized Financial & Legal Planning for Special Needs Families

Planning for a loved one with special needs requires a comprehensive approach that addresses both financial security and legal protection. At Perseverance Planning, we create personalized plans that ensure your loved one's needs will be met throughout their lifetime.

Why Customized Planning Matters for Special Needs Families

Every individual with special needs has unique circumstances, abilities, and requirements. A one-size-fits-all approach simply doesn't work. Our team develops tailored strategies that consider:

Your loved one's specific disability and long-term needs
Your family's financial resources and goals
Government benefit eligibility and protection
Future living arrangements and care options
Legal frameworks for decision-making and asset protection

Without proper planning, families often face unnecessary financial strain, benefit reductions, and uncertainty about their loved one's future care.

Our Comprehensive Planning Process

1. In-Depth Discovery

We begin by understanding your loved one's unique situation, including their diagnosis, abilities, support needs, and future aspirations. We also assess your family's financial resources, existing legal documents, and long-term goals.

2. Legal Protection Framework

We establish necessary legal protections, including:

Special needs trusts and other asset protection tools
Guardianship or supported decision-making arrangements
Healthcare directives and power of attorney documents
Beneficiary designation reviews

3. Financial Strategy Development

We create a sustainable financial plan that addresses:

Funding options for lifetime care needs
Investment strategies that balance growth with safety
Tax considerations specific to special needs planning
Coordination with family financial goals

4. Benefit Analysis

Our team evaluates current and potential government benefits, identifying strategies to maximize support while planning for financial security.

5. Implementation Support

Our team doesn't just create plans—we help you implement them, coordinating with trustees, guardians, financial institutions, and government agencies as needed.

6. Ongoing Review and Updates

Special needs planning isn't a one-time event. We provide regular reviews and updates as laws change, your loved one's needs evolve, and family circumstances shift.

The Perseverance Planning Advantage

What sets our planning approach apart is our truly integrated method that combines financial expertise and legal knowledge. With both a Chartered Special Needs Consultant and an experienced estate planning attorney collaborating on your plan, nothing falls through the cracks.

Take the First Step Toward Peace of Mind

Don't leave your loved one's future to chance. Contact Perseverance Planning today to schedule your complimentary initial consultation and begin the journey toward long-term security and peace of mind.

Book a Consultation