Special Needs Planning
Care Navigation
Take care of your loved ones with special needs.
If your loved one has special needs and receives or may receive public benefits, then special needs planning is often necessary. At Nathan Ziegler & Associates, our caring team of associates can discuss a plan that’s right for you and your loved one.
Our Special Needs Planning services offerings include:
- Supplemental Needs Trusts
- Third Party-Funded Supplemental Needs Trusts
- Self-Settled Supplemental Needs Trusts
- Trust Administration
How Care Navigation is supported by Special Needs Planning
Benefits
Get the guidance you need to navigate care planning for loved ones with special needs.
Provide for Loved Ones
Make a plan to care for your loved one with special needs in the future.
Enjoy Quality of Life
Know the care options available to you and options to pay for them without losing government support.
Protect Assets
Establish a clear plan to protect your assets in the future and ensure they properly support your loved ones.
Simplify Decisions
Eliminate difficult decisions and potential uncertainty by determining care plans in advance.
How It Works
Peace of mind is closer than you think
These conversations can seem overwhelming and intimidating; we’re here to empower you with answers and options.
Request a Consultation
Meet with one of our quality and caring associates to ask questions, discuss your options, and plan for the future.
Get a Tailored Plan
Our associates will develop a plan specifically tailored to the needs of you and your family.
Rest Assured
Enjoy your second half of life with the peace of mind knowing your assets and the future of your family are taken care of.