| Using our Blue Binder family system the Center helps families develop and maintain coordinated plans to help ensure care for their loved one with special needs, both during the parents lifetime and just as importantly after. | The Blue Binder family system aids families in implementing these complex plans. As a part of this process many of the following topics are commonly addressed: How to address the $2,000 federal asset limitation to maintain benefits; How to develop plans utilizing special needs trusts to help ensure financial well being; Implementing guardianship or other alternatives at age 18; Asset management services coordinating family assets; Development of Continuity of Care Documents as an instruction manual for future guardians and caregivers. |
Registered Representatives offer securities and advisory services through National Planning Corp., Member FINRA/SIPC, and a Registered Investment Advisor.
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