Planning for care. For life.

Author: Adam Earl

Valuing, Preserving, and Maximizing Third Party Benefits

Providing care for individuals with special medical needs can be extremely expensive. Visits to medical providers, medications, home health care, durable medical equipment and other costs add up quickly and are often required for a lifetime. In addition, many individuals with special needs are unable to sustain employment and reach financial independence. Fortunately, there are … Continue reading Valuing, Preserving, and Maximizing Third Party Benefits

Cures Act Improves Special Needs Trust Flexibility

Special Needs Trusts are a great financial and legal planning tool for individuals with disabilities. By placing funds in a special needs trust, third parties and family members can ensure their loved one with a disability can maintain federal and state disability benefits while still achieving a high quality of life using private funds. The … Continue reading Cures Act Improves Special Needs Trust Flexibility

Introducing the Annual Visit Program

National Care Advisors is excited to announce the new Annual Visit Program specially designed to help you track and conduct regular visits for your special needs and eldercare clients. The Challenge: We know that Special Needs Trust documents often explicitly recommend or require trustees and fiduciaries to provide annual reviews and assessments of the trust … Continue reading Introducing the Annual Visit Program