We are personally familiar with the challenges that arise from financial planning for special needs families. Kimberly Brumbaugh, Founder and CEO of the firm, has a special needs child and has walked this path herself. As your advocates, we can provide the skills and information needed to establish special needs trusts, connect you with the right attorneys and much more.

If you and your family are in this situation, we will work with you to:

To avoid jeopardizing the receipt of government assistance, it is often best to delay a special needs child from inheriting assets outright. We will help you leave funds in such a way that your child can still benefit from federal assistance.

Caring for your child extends beyond ensuring their financial position. You also want to have confidence that the child's caretaker understands his or her likes, dislikes and idiosyncrasies. A letter of intent provides this type of instruction and gives your child a better chance at enjoying a comfortable life. Reserve your estate.

There are many options to consider when it comes to ongoing care. For instance, should a family member be the guardian? Would a friend outside the family be a stronger choice? Would group housing be most beneficial? We will help you assess your options and suggest the preferred avenue to provide for your child's future, and provide for extended care.