Government Benefit Planning


It is important to understand the complexities of public benefits when developing a long term special needs financial plan.  It is also important to understand what life milestones affect these benefits. 


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When a child approaches age 18, what benefits will they be eligible for?  

When a parent of a disabled child reaches age 62, how can benefits change?

Which benefits are subject to asset testing?


Our team has experience in managing these questions.  We ask questions of all agencies involved to be sure that you maximize your benefits while keeping the assets you are allowed to.  As the landscape changes, we work to be ahead of the curve to ensure that we have full understanding of all the the following benefits:

  • Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI)
  • State Specific Medicaid funded programs – Waiver programs and personal support work hours, Vocational Rehabilitation, state funded health plan and more
  • Medicare and other entitlement health benefits
  • HUD Housing Assistance
  • Food Assistance (SNAP Food Benefits)


How do we start? Contact our Team