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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
Simple year-end planning steps that can make a big difference for your family’s future.
How trust agreements can offer protection, flexibility, and peace of mind for Florida families
Explore how Medicaid’s long-term care benefits can help protect your loved ones, preserve your assets, and support aging with dignity in the Sunshine State.
Protecting Your Legacy When the Storm Rolls In
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!"
