Estate Planning

Special Needs Financial is committed to helping you protect your Estate. Our comprehensive approach to estate planning takes advantage of all available strategies to ensure that your plan provides your loved ones financial security after your death. We tailor each estate plan strategy to your specific needs.

Whether your focus is supporting heirs or charities, asset protection or long-term care preparation, we can help you create and implement effective estate planning techniques for your situation. We have the expertise and resources to guide you through the process and to ensure that your wealth is directed as you intended when you are gone. From basic to advanced strategies such as Trusts (Henson or others), we have you covered.