Special Needs Planning​

 

Families with loved ones who have special needs face unique challenges when it comes to protecting their future. At Riverwood Law & Tax, we help parents and caregivers create thoughtful plans that provide lifelong care and financial security without jeopardizing eligibility for essential government benefits.

​

Special Needs Trusts
 

A Special Needs Trust allows families to set aside funds to enhance quality of life—covering expenses such as education, therapies, housing, and personal care—while preserving access to important programs like Medicaid and Supplemental Security Income (SSI).

​

Guardianship & Decision-Making
 

We provide guidance on guardianship and alternative decision-making arrangements to ensure your loved one has the right support structure in place while respecting their independence.

​

Comprehensive Planning
 

Our approach goes beyond legal documents. We work with you to develop a holistic plan that coordinates financial resources, public benefits, and care management to provide peace of mind now and security for the future.

​

With experience and compassion, Riverwood Law & Tax is dedicated to helping families navigate the complexities of special needs planning, so you can focus on what matters most—caring for your loved one.