Special Needs Planning Burnsville, MN
Special Needs Planning
Empowering you to provide for those with special needs
Do you have a loved one or beneficiary of your estate plan who requires care for special needs? Without proper planning, your estate can be eaten up by the cost of long-term care. Proper planning will help you preserve your loved one’s public benefits, and enhance their life with their inheritance. If you have a loved one with special needs, our team can help with special needs planning when it comes to your estate.
Estate Planning Practice Areas
Blended Families
Cabin Succession Planning
Charitable Giving
Pet Planning
Business law
Planning for Minor Children
probate
Special Needs
planning early is the key
Public benefits are often available to a person with special needs. However, these benefits can be jeopardized by an inheritance or by owning assets that exceed permissible levels. Through special needs estate planning, it is possible to protect both the public benefits as well as the disabled person’s assets so that they can enjoy an enhanced standard of living. This type of planning is best done early, before an inheritance is passed to a disabled person, so we encourage you to act now if you have someone in your life with special needs.
guiding clients through the process
“Finding and retaining Provision Law Firm was just what we needed when starting our estate planning process.
An initial conversation with Carrie let me know that I wanted to work with her firm to do estate planning to ensure that my disabled young adult’s needs would be met in the future and his public benefits would not be affected. We had an urgent, needed guidance right away, situation. Carrie took the time to explain what our options were and how we may want to proceed before we had even retained her for estate planning. She takes care of all the details and stays in communication about where things are at. I would highly recommend Carrie and her staff at Provision for your estate planning needs!”
Ready to learn more about Special Needs planning?
If you’re ready to put together a comprehensive estate plan and have a loved one with special needs, we’d love to help. We offer a complimentary consultation call where we’ll learn more about your estate plan needs, answer any questions, and explain how our process works at Provision Law Firm.