Effective and Complete Protection for Your Loved One With Special Needs

In its latest report, the National Alliance on Caregiving stated that an estimated 43.5 million Americans provide unpaid care and support for a family member. Though it can be difficult and demanding, millions of families are dedicated to meeting the unique needs of their special needs children, aging parents, and incapacitated loved ones. Many of these caregivers have spent years in that role, working hard to ensure that their loved ones receive every resource possible for a safe and comfortable life. It is natural, then, for those families to worry about the future. What will happen if you can no longer be there for your loved ones? Who will make decisions about their lives? Will there be enough money to pay for their care?

Considering the answers to these questions can be personally difficult and legally complex, but attorney Nancy Roberts offers the guidance that North Carolina and South Carolina families need. At Law Office of Nancy L Roberts PLLC, Nancy is the firm’s estate planning lawyer. Nancy and her team are ready to help you and your family protect those who need it most and safeguard their future in any event.

Special Needs Estate Plans Pose Unique Challenges for Carolina Families

Thinking about the future and answering tough questions can be challenging in any situation, and it is even more so for the families of those who are disabled, sick, or incapacitated. Estate planning can be more complicated as some unique issues must be addressed, including:

  • Government assistance – Many disabled people and older people qualify for government programs that provide vital services. These programs are available only for those who qualify financially. There are a number of legal ways to protect assets and still ensure eligibility so your loved ones can continue to receive what they need, but it is important to do as soon as possible.
  • Long-term needs – Families of those with special needs must plan for the long term. Individuals with a disability or illness typically require care and assistance for the rest of their lives. Rather than a standard estate which focuses mostly on the passing of assets, special needs estates must address a more complete picture that has a direct and significant effect on the daily life of a loved one.

Types of Special Needs Planning Our Charlotte Attorney Provides

The future is uncertain, and it can feel overwhelming to plan for a time with no guarantees. Families need to know that their loved ones will be taken care of fully, and an effective special needs estate plan can help meet that goal. Nancy Roberts will take the time to sit down with you, learn about your family, and help you devise a plan that will meet your goals and protect those you love. Nancy and her team work with individuals and families on:

  • Wills
  • Special Needs Trusts (also known as Supplemental Needs Trust)
  • Power of Attorney
  • Able Accounts
  • Long-Term Care Planning

How Our Charlotte Special Needs Estate Lawyer Can Help

Special needs estate plans can be appropriate in many situations—for individuals of all ages and abilities. Even if you are not sure what type of plan would best fit your family, reach out to Nancy Roberts and the team at Law Office of Nancy L Roberts PLLC today. Whether you have already spent years as a caregiver or recently experienced a change in circumstances, you may be worried about what the future will hold for your loved ones. Nancy Roberts will take the time to fully answer all your questions and make sure you have all the information you need to make the best decisions for your family. Together, you will create a plan to protect against future risk, providing security and peace of mind to help you move forward. While taking that first step can be difficult, many former clients are surprised by the ease of Nancy’s process and the comfort they find in a complete special needs estate plan.

Call our Ballantyne office today, or take a moment to fill out the contact form on this page to learn more about the services we provide and how we can help your Carolina family.