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Wealth Management for Families with Loved Ones Who Have Disabilities
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Customized Wealth Plan for Families With a Loved One Who Has a Disability
Protecting & Providing for Loved Ones
We have wealth advisors who specialize in financial planning for families with a loved one living with a disability. These wealth advisors have experience helping families craft a plan that integrates the financial aspects families may need to address to support their loved one.
We specialize in partnering with families on a plan that may include:
Reviewing guardianship and key dates for government program eligibility, school attendance, post-high school programs and insurance coverage on parents’ plan
Analyzing eligibility for government programs including Supplemental Security Income (SSI), Social Security Disability Insurance (SSDI), Medicare, Medicaid, state waivers and local government programs
Analyzing potential tax deductions and credits including schools supporting disabilities, home updates for accessibility and credits, such as the child tax credit
Establishing estate planning strategies that include establishing a will, living will, power of attorney and trusts to help ensure your loved one is protected and has income long term
Developing a life plan that outlines your wishes for how your loved one will be taken care of, who is on your care team and what their roles should be after you’re gone
MWA does not provide all services listed in this piece. Some services are provided by affiliates and are subject to additional fees. Additional fees may also apply for tax planning and preparation services.