Special Needs Planning

Special Needs

Providing for loved ones is a responsibility we understand, and take very seriously. We understand that each situation is unique, and will take the time to fully understand your family’s needs. We specialize in managing trust and conservatorship accounts.

CIGX Financial can help you arrange for the legal and financial care of an elderly parent or a disabled adult child. Choosing the correct path and a solid conservator for your special needs individual can give your entire family peace of mind. It is important to understand the options available to your family.

See our financial calculators

See our article by Erich Schwerd regarding special needs

Guardian — A guardian is granted custody and control over an incapacitated individual by the court.

Conservator — A conservator is granted control over financial matters for an incapacitated individual.

Becoming a guardian or conservator is not a task to be taken lightly. Petitioning to be named as someone’s guardian or conservator is a very in-depth process that no one should go through alone. We can help guide you throughout the process.