Special Needs Planning

Safeguard Your Loved One's Future

Do you have a loved one with special needs? Or, maybe your loved one experienced a life-altering event from an accident. If so, you might have considered special needs planning to prepare for your loved one's future.

At Petersen Advisors, we go beyond conventional financial planning. We want to empower families to preserve their loved one's financial future by navigating the complexities of managing their assets while maintaining eligibility for government benefits.

Understanding Special Needs Trusts

A trust is a legal agreement where a person or financial institution (trustee), holds and manages assets for the beneficiary. A special needs trust is an estate planning tool that preserves the beneficiary's eligibility for needs-based government benefits, such as Medicaid and Supplemental Security Income (SSI).

At Petersen Advisors, we work with our client's existing legal and tax advisors to help our clients in the area of special needs trusts. Our goal is to help you, and your loved one maintain quality of life and financial Independence for the future through a holistic approach that establishes comprehensive support and attention to your loved one's needs.

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