Financial

Special Needs Trusts

Future Care Planning Services - a non-profit entity providing comprehensive life care planning that promotes peace of mind for caregivers and their loved ones with disabilities by offering choices in key areas including financial, medical, legal, residential and other important services. Call: 585-402-7840, or visit: http://www.futurecareplanning.org/
Upstate Special Needs Planning - a comprehensive for-profit financial planning group who specializes in working with families who are caring for an individual with developmental disabilities, mental health issues or (TBI) Traumatic Brain Injury. Call: 585-250-1323 or visit: http://www.upstatesnp.com/

ABLE (Achieving a Better Life Experience) Accounts - ABLE Accounts are tax-advantaged savings accounts for individuals with disabilities and their families that will not affect their eligibility for SSI, Medicaid and other public benefits. The ABLE Act limits eligibility to individuals with significant disabilities with an age of onset of disability before turning 26 years of age. https://www.ablenrc.org/what-is-able/what-are-able-acounts/
529 College Savings Accounts - A plan operated by a state or educational institution, with tax advantages and potentially other incentives to make it easier to save for college and other post-secondary training for a designated beneficiary, such as a child or grandchild. https://www.irs.gov/newsroom/529-plans-questions-and-answers

Contact Stacey Smith @ StaceyL_Smith@urmc.rochester.edu or call (585) 276-7932 to add your services to this list, make changes or suggestions.