- Legacy Strategies For Families That Have Children With Disabilities- Special Needs Last Wishes/Letter of Intent- Open and manage ABLE Accounts/(529a)- Navigate access to and management of SSI, SSDI, Medicaid and Medicare Government Benefits- Navigate Child and Adult Medicaid Waivers- Family Caregiver Act and Agency Networking For Caregivers- Prepare documents for Guardianship when necessary - Educate on option for supported decision making and POA as alternative to Guardianship- Collaborate Appropriate Estate/ Financial Plans For Asset Protection With Ease Of Wealth Transfer StrategiesWhen consulting I take an in depth approach and collaborate with extended professionals to help guide and support unique planning considerations with many efforts to keep services cost effective. I appreciate the personal relationships I have with families I serve. Being part of the special needs community as a mom, I don't take it lightly that in working together many private feelings and topics related to family and money are discussed. The best feeling is when we have worked through planning and a parent or caregiver says they can now sleep without worry.