Special Needs Planning in Greater Philadelphia

Special Needs Planning

Special needs planning can feel complex and deeply personal. Janna and her team work closely with families to create thoughtful plans that protect loved ones, preserve important benefits, and provide peace of mind for the future—with clear guidance every step of the way.

Matters We Help With

  • Special needs trusts
  • Guardianship and decision-making planning
  • Government benefits planning
  • Wills, trusts, and estate planning for families with special needs loved ones
  • Long-term care and future support planning
  • Updates and modifications as circumstances change
Woman with hands on face, sitting at table with objects; books in background.

A Calm, Practical Approach

Special needs planning is about protecting the future with care and intention. Families work with Janna and her team because the process is:


  • Clear: you’ll understand your options and the steps involved
  • Responsive: you can ask questions and get straightforward guidance
  • Thoughtful: focused on practical planning that supports your loved one’s long-term needs

What To Expect When We Work Together

  1. An initial consultation to understand your family’s situation, concerns, and long-term goals
  2. A planning strategy with clear next steps based on your loved one’s needs, available resources, and future priorities
  3. Ongoing guidance throughout the process with consistent communication and thoughtful support

Get Clarity and a Plan.

In a consultation, we’ll review what’s going on, identify the right approach, and map the next steps—clearly and calmly.