Loved Ones With Disabilities

Protecting & Providing for Loved Ones

Wealth Planning for Loved Ones With Disabilities

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:

Mariner Wealth Advisors serving as part of your care team for your loved one with disabilities.

Serving as part of your care team that includes an estate planning attorney, wealth advisor specializing in this area and an accountant to help ensure your wishes are met

Reviewing guardianship and key dates for loved ones with disabilities.

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 for loved ones with disabilities

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 for your loved ones with disabilities.

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 for your loved ones with disabilities.

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 for loved ones with disabilities

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.

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