Special Needs Planning

When raising a family member with special needs, you are likely to face unique financial challenges when planning your family's future. 

The day-to-day needs of a loved one suffering from a medical condition or disability can be complex and demanding. As a growing number of families find themselves coping with birth defects, illness or age-related disabilities such as Alzheimer's or Multiple Sclerosis, it's normal to feel as though you need a guide. Complex situations require complex planning.

 

A plan for your family will be inherently different.  Your plan may need to account for guardianship, long-term care needs, a trustee, co-trustee or corporate trustee to assist with money management.  You family's plan should address the needs of your loved one and take into consideration a future caregiver.

If you're unsure of where to start, a conversation with us at Samra Wealth Management may provide some reassurance. 

Samra Wealth Management is not a tax advisor. All decisions regarding the tax implications of your investments should be made in consultation with your independent tax advisor. Samra Wealth Management does not provide tax or legal advice.  We will work with your independent tax/legal advisor to help create a plan tailored to your specific needs.  This material is not intended to replace the advice of a qualified tax advisor, attorney, and accountant or insurance advisor. Consultation with the appropriate professional should be done before any financial commitments regarding the issues related to the situation are made.  The material contained herein is for informational purposes only and does not constitute tax advice. Investors should consult with their own tax advisor or attorney with regard to their personal tax situation. A portion of income may be subject to State and local taxes. 

Neither Samra Wealth Management nor Advisory Services Network, LLC gives tax or legal advice. All decisions regarding the tax implications of your investments should be made in consultation with your independent tax or legal advisor.

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