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Practice
SPECIAL NEEDS PLANNING
Creative Solutions and Lifetime Planning to Protect You, Your Loved Ones, and Your Assets
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If you or your loved one has special needs or a developmental disability such as autism or down syndrome, we can set up a special needs trust to ensure their financial support and have a legal guardian appointed by the court when they turn 18.
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BLOG
Thoughtful Planning and Conversations That Bring Comfort, Clarity, and Confidence
Creating peace of mind and protecting the people you love most
Preparing your future with confidence and clarity
Practical estate planning steps to bring peace of mind before the year closes.
REVIEWS
"I cannot say enough about Bobbi Meloro! She helped us navigate a very complex situation for our special needs (adult) niece and ensured that she didn't lose the benefits and assistance she so desperately needs. She took the time to listen and explained all the options making sure we understood all the details. During a very stressful and emotional time, she made sure the process was NOT one of those stresses. She will be my first call if we need more help in the future!"
