M&L Special Needs Planning, LLC provides special needs services catered to families with special needs. We know from personal experience that each one of us wants the comfort of knowing that we will be able to provide lifetime quality care for our individual(s) with special needs. We may be managing today, but what about next year or after we are gone? The emotional, intellectual and financial aspects of removing this worry can be overwhelming. M&L Special Needs Planning can help families gain peace of mind and economic security by providing these specific special needs services.
At the initial consult, we listen to your families’ particular special needs circumstances, answer your questions and help you to determine the special needs services that are appropriate for your unique situation.
M&L Special Needs Planning, LLC have the following special needs services which are tailored to work with families in several distinct ways:
Comprehensive Special Needs Life Plan: We will work with you to create an individualized life plan for you and your family. This plan will take into account the family as a whole, while focusing specifically on the individual with special needs. It with enable you to identify private and public resources available to you now and in the future, as well as outline the various steps, financial, legal, and other, that will need to be taken in order to secure a stable, financial future for your family.
Government Benefit Counseling: This special needs service is intended to help you recognize and understand which public resources are available to your family and your child with special needs. More importantly, it helps you to access these funds by guiding you through the application process for these public resources. We also work with clients to help them achieve economic self-sufficiency, and provide guidance as to how earnings can affect government benefits.
Insurance Needs Analysis Planning: This type of planning helps you to focus on the insurance needs of you and your family, with the specific purpose of funding the Special Needs Trust.
Consulting: We offer special needs consulting services to those who do not wish to complete a Comprehensive Special Needs Life Plan, but require guidance or help navigating specific special needs planning issues.
Speaking Engagements: We offer a series of free workshops which cover a number of topics, and special needs services, including navigating government benefits, financial planning for the family with special needs, and transitioning and post-secondary options for individuals with special needs, among others. These workshops typically take place in the Washington D.C., Maryland, and Virginia areas, however we are always looking for new venues in which to host these presentations, and are more than willing to travel.
Working with Professionals: We collaborate and share information with other financial services professionals regarding financial planning and special needs services required by the special needs family.