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PLAN of MA and RI > Blog > 2016 > July

Mary’s Story: Supporting a Working Adult with Disabilities

Date posted: July 14, 2016
Categories: Special Needs Planning

Mary has a college degree in retail marketing, and works part-time at a gift shop when she is feeling well. The shop owner is a family friend, who allows Mary great flexibility. There are times when Mary is unable to work for a month or more. When Mary is working, she is a great help […]

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Bobby’s Story: Planning for the Youngest Children with Disabilities

Date posted: July 14, 2016
Categories: Special Needs Planning

Alice and John, Bobby’s parents, had heard about special needs trusts over the years. They always had assumed that a trust was for families with significant resources. When they learned about PLAN, they found a solution – a pooled trust that fit their financial situation. They also learned about the possibility of setting up a […]

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Recent Posts

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 Contact Us  | Phone MA:  617-244-5552 | Phone RI: 401-234-8444

 

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50 Braintree Hill Office Park, Suite 110, Braintree, MA 02184

1 Richmond Square – 331 Waterman St., Suite 225W Providence, RI 02906

 

While our offices are located in Quincy, MA and Providence, RI, we provide special needs trust services to individuals located in or near Greater Boston, North Shore MA, South Shore MA, Central MA, Western MA, Cape Cod, Providence RI, Warwick RI, Newport RI, Cranston RI, and all other parts of Massachusetts and Rhode Island.

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