Plan for Your Loved One's Future with Confidence

Watch the Panel Discussion

If you’re supporting a loved one with physical or mental impairments, you may have wondered, "How can I save for their future without risking the benefits they depend on?"

Panel Key Takeaways:

  • Building relationships with healthcare providers 
  • Understanding the difference between First-Party and Third-Party Trusts
  • Understanding ABLE Accounts 
Rockland Trust Learning Center article
Rockland Trust Podcast
 Rockland Trust trust estate literature
Contact Rockland Trust Investment Management Group

Review the Guide:

  • Special Needs Trusts help provide financial support for individuals with disabilities while preserving eligibility for important government benefits such as SSI and Medicaid.
  • Trust funds can be used to enhance quality of life by covering expenses such as specialized care, therapies, education, caregiving support, recreation, and other needs not covered by benefits. 
  • When paired with an ABLE account, families can create a flexible plan that supports long-term financial security and greater independence for a loved one with special needs.
Rockland Trust Investment Management Group document on Understanding Supplemental & Special Needs Trusts.

Questions About Supplemental and Special Needs Trusts?

Whether you’re just getting started or reviewing an existing plan, Susan, Scott, and Frank can assist you in exploring strategies to support your loved one’s future.
 
 
Susan Daileader, CFP®, CLTC Vice President & Financial Consultant at Rockland Trust.
Susan Daileader, CFP®, CLTC
VP & Financial  Consultant
Services Offered: Financial Consulting
Contact Susan
Scott Scales First Vice President & Senior Fiduciary Officer at Rockland Trust.
Scott Scales
First Vice President & Senior Fiduciary Officer
Contact Scott
Rockland Trust Frank Mulé, JD VP, Estate Settlement & Trust Termination Officer
Frank Mulé, JD
VP, Estate Settlement & Trust Termination Officer
Contact Frank
Not FDIC insured, not bank guaranteed, may lose value, not insured by any federal government agency, not a bank deposit.