When you are supported and taken care of, you are empowered to do so much more. This is the philosophy of our Official Special Needs Trust Partner, Planned Lifetime Assistance Network of MA & RI (PLAN). When they speak with families, they focus on the goals of the individual – not just financial security but hopes and dreams for living a happy and healthy life full of hobbies, recreation, opportunities to learn and expand their social circle.

Whether finding ways to stay in shape, play a sport, learn a new skill, or have access to transportation to meet with friends and family, a secure financial future is key. But deciding on how to establish that security is all in the personal relationship formed with a licensed social worker, not just a financial planner. They bring an understanding of the human side of special needs support along with the knowledge of what options are available for each individual situation.

If you are interested in learning more about what options are available, PLAN offers webinars and in-person presentations to share more detail. You can also look over this document explaining all the intricacies of Special Needs trusts.

‍

‍