Special Needs and Elder Care Planning
Families with special need loved ones want a future with as much independence, financial security, and quality of life for them as possible. At the same time, they need to provide for their other dependents and plan for their retirement.
Special Care Planners to Help You and Your Family
It is critical to have a financial plan in place that addresses both the traditional aspects of planning, including how to protect and grow your assets, as well as the unique challenges you face.
Barnum has designated Special Care Planners that have received advanced training in estate and tax planning strategies, special needs trusts, and government programs. They coordinate with your other advisors and can help you identify additional advocates, including qualified special needs attorneys, non-profit disability organizations, and other service providers.
A Barnum Special Care Planner will help you review your assets and liabilities, outline your immediate and long-term goals, identify any risks or shortfalls, and help you put in place an integrated strategy to make you feel more secure and confident about the financial future of your entire family.