Planning for a loved one with special needs requires expertise and compassion. At MAERCO Financial, we specialize in helping families establish special needs trusts that provide financial security while preserving eligibility for essential government benefits. Our goal is to create a plan that ensures your loved one’s future is bright, stable, and secure.
Establishing a special needs trust involves careful consideration of both legal and financial factors. Our team begins by gaining a deep understanding of your family’s unique circumstances and the specific needs of your loved one. This process includes identifying current and future financial requirements such as medical expenses, housing, educational needs, and daily care. With this information, we craft a trust that not only safeguards financial resources but also enhances your loved one’s quality of life.
We guide you through the complex legal requirements to ensure compliance with all regulations, including those related to Medicaid and Social Security. Our expertise helps you avoid potential pitfalls that could jeopardize your loved one’s access to these critical benefits. Additionally, we work closely with attorneys and other professionals to ensure the trust is properly structured and aligned with your broader financial and estate planning goals.
What Else Can MAERCO Do For You?
At MAERCO Financial, we also help families consider the role of trustees and successor trustees to ensure long-term management of the trust. We provide guidance on selecting individuals or entities that will act in the best interests of your loved one, ensuring that their needs are consistently met over time.
Our compassionate approach ensures that every aspect of the special needs trust is tailored to your family’s priorities and values. With MAERCO Financial by your side, you can have peace of mind knowing that your loved one’s financial security is in capable and caring hands. Let us help you create a comprehensive strategy that offers lasting support and stability for your family.
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* Tax/Legal & IRS Circular 230 Disclosure: MAERCO Financial does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.
Pursuant to requirements imposed by the Internal Revenue Service, any tax advice contained in this communication (including any attachments) is not intended to be used, and cannot be used, for purposes of avoiding penalties imposed under the United States Internal Revenue Code or promoting, marketing or recommending to another person any tax-related matter. Please contact us if you wish to have formal written advice on this matter.