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Special Needs Planning
Special needs planning preserves government benefits for disabled children and adults. We establish first-party trusts, third-party trusts, and ABLE accounts.

Special needs planning preserves government benefits for disabled children and adults. We establish first-party trusts, third-party trusts, and ABLE accounts.
Medicaid planning protects your assets while qualifying for long-term care coverage. We navigate Indiana’s five-year look-back, income limits, and trust strategies.
Long-term care planning prepares your family for the cost and logistics of aging. We evaluate insurance, Medicaid, asset protection trusts, and veterans benefits.
When a loved one can no longer make decisions independently, guardianship provides legal authority. We guide families through Indiana’s court process.
Medicaid planning, long-term care planning, guardianship, and special needs planning for aging adults and their families. Proper planning now protects your family from the consequences of a health crisis later.