Tax, estate, and Financial Planning for
FAMILIES WITH SPECIAL NEEDS
Planning with Compassion & Precision
Families with special needs carry both extraordinary joys and extraordinary responsibilities. Our role is to make sure financial planning supports your love and commitment—not complicate it.
Tax & benefits strategy – SSI, Medicaid, and ABLE accounts must be integrated thoughtfully with your tax plan to protect eligibility.
Estate planning for life – Special needs trusts and long-term guardianship planning help to ensure your loved one is cared for across decades.
Steady partnership – Circumstances shift, but you’ll never face them alone. We adapt plans as your family’s needs evolve, offering both technical precision and personal understanding.
A resource to help you think through tax, estate, and benefit integration.
Note: Somerset has the ability to engage with public company executives at the firm level from an advisory and pricing standpoint. To learn more please send an email to hello@somersetadvisory.com.
