Special Needs Advice

Here at Wealth and Lifestyle, we specialise in special needs financial advice. Our goal is to provide you with expert guidance, advice, information and resources to help you navigate the
unique financial challenges faced by families and individuals with special needs.

Here are some of the areas we can assist you with:

Special Needs Trusts: A special needs trust is an essential tool for families who have a loved one with a disability. It allows you to set aside funds for their care without affecting their eligibility for
government benefits. We can provide information on the different types of special needs trusts and how to set one up.

Government Benefits: Many people with special needs rely on government benefits like Medicaid and Supplemental Security Income (SSI) to help pay for their care. We can help you
understand the eligibility requirements for these programs and how to apply.

Estate Planning: Estate planning is critical for families with special needs because it ensures that your loved one’s needs will be taken care of after you’re gone. We can provide guidance on how
to create a comprehensive estate plan that includes a special needs trust and other important documents.

Tax Planning: Tax planning is an important part of financial planning for families with special needs. We can help you understand the tax implications of special needs trusts, government benefits, and other financial decisions.

Resources: We provide a range of resources for families with special needs, including links to government agencies, advocacy groups, and other organizations that can help.

We understand your needs and will provide you with the information and resources you require to navigate the complex world of special needs financial planning. If you have any questions or would like to schedule a consultation with one of our experts, please don’t hesitate to contact us