Individuals with a disability that occurred before age 26 and receive benefits under SSI (Supplemental Security Income) and/or SSDI (Social Security Disability Insurance) are automatically eligible to open this account federal and California State tax-free. Withdrawals (also tax free) can be used for disability-related expenses: education, employment support, housing, transportation, assistive technology and healthcare.
Provides education and financial planning so clients have control over budget, support and services.
Provides the best plan for the family to ensure the financial welfare of the child with understanding, compassionate special needs trusts and estate planning. Complimentary consultation, flexible rates and affordable payment options
Helps families plan for the financial future of their children with disabilities and navigate the intricacies of trusts and government assistance.
Completes trusts for families and works with the court to appoint a conservator or guardian who ensures the medical and financial safety of family members with disabilities who are not able to speak for or legally represent themselves
Nonprofit dedicated to educating and advocating for individuals with special needs and their families through special needs trusts, wills, guardianship and conservatorship, budget planning, and the CalABLE Program.
Works with families to create a life care plan that strives to provide a happy, secure future for their loved ones. Helps identify available public benefits, review life insurance and investments, find income tax planning strategies and deductions, and get legal documents in place for a sound financial future.