Estate Planning With Aloha
Providing tailored special needs planning services
Providing tailored special needs planning services
Empowering Families through Special Needs Planning and Services
At Estate Planning Group, we understand the unique challenges and responsibilities of caring for loved ones with special needs in Honolulu, HI. Our special needs planning services are tailored to provide the security and peace of mind you deserve. Whether you're looking to preserve eligibility for vital public benefits or create a plan that ensures your loved ones' well-being, we are here to help. Call 808-218-9301, and let us guide you through the intricate journey of special needs planning.
Creating Solutions for a Secure Future
Estate planning isn't just a legal formality; it's a powerful tool that enables you to shape your legacy, ensuring your assets are preserved and distributed according to your wishes.
Estate Planning Group recognizes that every individual's journey is unique, and thus, we offer tailored solutions rooted in the essence of our values. By entrusting us with your estate planning needs, you're not just safeguarding your wealth; you're crafting a secure future for your loved ones. Let us guide you through this essential process, empowering you to control your wealth and leave a lasting impact for generations.
Preserving Public Benefits Through Special Needs Planning
Special needs planning revolves around two critical aspects: preserving eligibility for essential public benefits and promoting the independence and well-being of your loved ones. When you work with us, you gain access to expertise that can make a world of difference.
Public benefits encompass necessities like housing, medications, and more. Proper estate planning for special needs individuals allows us to create tailored solutions that guarantee your loved ones will continue to receive the support they require. Special needs trusts, for instance, are instrumental in this regard, as they do not count toward eligibility for public benefits.
Creating Solutions for a Secure Future
Our approach involves more than just paperwork; it's about creating holistic solutions that empower your family. We work closely with families who have loved ones with special needs to:
Understand the dynamics and unique needs of your family.
Develop a customized plan that ensures your loved ones are provided for.
Take the necessary steps to preserve eligibility for crucial benefits.
Educate you about the process and options available.
Failing to plan adequately can jeopardize the well-being of your special needs loved one. An inheritance or financial windfall, if not properly managed through special needs planning, could lead to disqualification for vital services. With our guidance and expertise, you can safeguard your loved one's future while providing the support and independence they deserve.
Reach out to us today to initiate the special needs planning process. We're dedicated to helping you create a secure future for your loved ones with special needs.
CONTACT INFORMATION
MEMBERSHIPS
Wealth Counsel
Academy of Special Needs Planner
Main Street Tax Pro/Business Tax Advisor
BUSINESS HOURS
Mon - Fri 9 am - 5 pm
Sat - Sun By Appointments Only
Evenings and weekends by appointment only
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