Planning for care. For life.

Which State has the Best Public Benefits?

“If I could move to any state in the country, which would provide the most valuable benefits and resources for my loved one?” It’s a question we are hearing more and more from our clients and their advisors. As a national firm specifically focused on helping individuals with complex medical and quality of life challenges … Continue reading Which State has the Best Public Benefits?

Preventing Costly Medical Equipment, Supplies and Adaptive Technology Mistakes

A common observation when our nurse consultants visit a client home is that there is usually a closet or other storage area in the home full of unused equipment, supplies, and adaptive equipment. There are several reasons that this occurs: The client’s needs change, but the recurring monthly supplies order is not updated The family … Continue reading Preventing Costly Medical Equipment, Supplies and Adaptive Technology Mistakes

Special Needs Assessment: Understanding Special Needs Care and Quality of Life Considerations

As a trustee, fiduciary, or guardian for an individual with special medical needs, it is important to fully understand their unique care and quality of life needs to properly administer special needs trusts, supplemental needs trusts and other discretionary accounts. Your role as financial advisor does not stop at managing investments and processing expenditure disbursements. … Continue reading Special Needs Assessment: Understanding Special Needs Care and Quality of Life Considerations