A coordinated team
How We Help
Consultations and full-service planning for families with members who have developmental disabilities, physical disabilities, and/or mental illness.
GVA Legacy is dedicated to providing planning solutions for families with a special needs family member. Our process involves comprehensive planning and addresses the needs of individuals with disabilities to provide lifelong care. Planning encompasses the utilization of government benefits in coordination with legal and financial planning, including annual reviews.
We maintain a network of attorneys, CPAs, insurance, and social service professionals with expertise in special needs planning. Multiple issues are addressed as a team.
Coordination of state and federal funding
Help families understand and coordinate SSI, Medicaid, and related programs with private resources.
Appropriate legal planning
Work alongside counsel on wills, guardianship, and special needs / supplemental needs trusts.
Trusteeship and guardianship
Plan who will make decisions and how assets will be administered when you no longer can.
Tax-advantage planning
Seek tax-efficient vehicles inside and alongside a special needs trust, including compressed trust tax rates.
Funding strategies
Life insurance, annuities, cash, and managed portfolios — often in combination — to fund lifelong care.
Flexibility, affordability, and continuity
A plan that can be reviewed annually as life, benefits rules, and family circumstances evolve.
The benefits to you
You will gain confidence in the knowledge that a well-designed financial and legal plan, tailored to a specific situation, will be created and monitored by a group of dedicated and caring professionals.
Ready to start the conversation?
There is no charge for the initial consultation. Let’s talk about the plan your family needs — for this generation and the next.