We provide the guidance necessary when planning for a family member with special needs—guidance gleaned from decades of personal and professional experience.
Who We Are
MP Butterworth & Associates offers financial planning services to clients who have family members with special needs. We focus on helping them improve their quality of life and prepare for the future.
What We Do
- 401(k) Rollovers
- 504 Plan Reviews
- Annuities
- Beneficiary Planning
- College Saving Plans
- Comprehensive Financial Review
- Disability Insurance
- Disabled Adult Child Benefits
- Estate Tax Planning
- IEP Reviews
- Investment Counseling
- Letter of Intent
- Life Insurance
- Long-Term Care Insurance
- PA Medical Waiver
- Retirement Planning
- Social Security (SSI/SSDI) Applications
- Special Needs Trusts (Implementation and Funding)
- Transition Planning
- Wealth Management
Lifetime Planning
Birth
Diagnosis Early Intervention Waivers
Age 3
Individual Education Plan Waivers
Age 15
Transition Planning
Age 18
- SSI
- Guardianship
- Medicaid
- College/College Funding
Age 22
- Individual Services or Support
- Residential
- Employment
- Social and Recreation
- SSDI/Self
Parent’s Age 65
- SSDI
- DAC
- Retirement
- Medicare
Parents’ Death
Lifetime Supplemental Needs/Estate Distribution
Child’s Death
Remainder Interest