Planning for your loved one’s future today, for a confident tomorrow.
The Value of Special Needs Planning
Let’s Succeed Together
Since childhood, I have watched my parents live their mission, “blessed to be a blessing,” and my goal is to carry that mission forward. Having a large family, including four sisters with Down Syndrome, I understand the importance of special needs planning and I strive to alleviate any fear of “what if,” and replace it with the comfort that comes from coordinating special needs planning with your overarching financial strategy.
The ABLE Account
ABLE Accounts offer a tax advantaged opportunity for people with disabilities to save money and grow their overall wealth without negatively impacting the means-tested government benefits they may rely on. But is it right for you? Click here to download my free guide "5 Reasons an ABLE Account Might Be For You."
Letter of Intent
The Letter of Intent gives you the opportunity to create a document, prepared by you and your loved one, that describes their vision for their life. Outlining specific information future caregivers will need to know, such as healthcare and therapeutic needs, lifestyle preferences, current and future projected financial needs, and so much more. Click below to download my free E-book titled “Drafting Your Letter of Intent in 5 Steps for More Peace In Your Future”
Join Our Community
Subscribe to my YouTube channel and join our community of families who are planning for their loved ones. Each week I will be on my YouTube channel answering questions that have been submitted to my in advance and I would love to meet you there!
Contact
Feel free to contact us with any questions.
Email
elizabeth@elizabethjlarson.com
Phone
(248) 841-1804
