Disability life planning does not happen in isolation. Effective planning requires a coordinated team — and knowing when and where to refer is as important as the planning itself.
Leahy Life Plan maintains professional relationships and provides meaningful referrals to:
- Special needs attorneys for trust drafting, guardianship proceedings, estate planning, and benefits-related legal matters
- Financial advisors with disability planning experience for investment, insurance, and retirement planning coordination
- Support coordinators for waiver enrollment and ISP development
- Employment support providers for job development, supported employment, and workplace accommodations
- Housing agencies for residential planning and supported living options
- Community organizations for peer support, advocacy, and disability-specific resources
Referrals from Leahy Life Plan are not generic — they are based on Michele’s professional network and knowledge of which providers have the specific experience needed for disability-related planning.
Special Needs Financial Planning
- Financial & Community Planning for Individuals with Disabilities
- Long-Term Disability Planning Strategies
- Special Needs Trusts Explained
- ABLE Accounts & Guaranteed Funding Streams
- Best Ways to Fund a Special Needs Trust
- Federal, State & County Benefits Coordination
- Power of Attorney vs. Guardianship
- Preparation for Person-Centered Planning & Microboarding
- FAQs: Special Needs Financial & Community Planning