Special needs & family estate planning — for the families who love someone who will always need them. We'll also go over some basic estate planning concepts and jargon so everyone can get a baseline understanding of what estate planning is.
In-person attendees will be eligible for raffle entry for a free Estate Plan at the end of the presentation.
In-person. No pressure, just clarity.
We'll email your confirmation and never share your information.
In one relaxed, jargon-free session — the essentials, in plain English.
Why leaving money directly to a loved one with a disability can end their Medicaid & SSI — and how to avoid it.
A "protected pocket" that cares for your loved one without ever putting their benefits at risk.
Tax-free savings that don't count against benefits — newly expanded in 2026.
SSI, Medicaid & Medicare — how to access the coverage your loved one qualifies for.
Environmental engineer, licensed Life & Health professional, and family estate planner. I built my own family's plan first — for my parents, a brother with a disability, and a father with Alzheimer's — and I translate the complicated parts into plain language and a clear next step. Attorneys draft the documents; I make sure the pieces actually fit together.