SpecialCare Plans

We understand the importance of structuring a plan that assures you’ll be able to protect your loved ones now, and even after you aren’t right by their side. Barnum’s SpecialCare Planners work closely with you to create a life care plan that thoughtfully balances your own needs and those of other family members. We’ll review available resources including government benefits eligibility, offer guidance, and develop a detailed plan that addresses your loved one’s short and long term needs.

Care for a loved one with special needs, even after you are no longer with them.

Our SpecialCare Planners have extensive experience with Special Needs Trusts, Guardianship issues and other legal matters that need to be taken into consideration. We look at the big picture and take the time to explain our recommendations and how they integrate with other facets of your overall financial management plan. At Barnum, our mission is to guide you to the education that empowers you.

Other Estate & Tax Planning Resources

Last Will and Testament

Protect your loved ones and make your last wishes known with a legally binding document.

Learn More

Power of Attorney

Appoint a person or organization to manage your affairs if you become unable to do so.

Learn More

Tax Deferred Financial Planning

Save strategically with investment plans that utilize the tax code to your advantage.

Learn More