Special Needs Planning
A plan for the people who count on you.
Special needs planning for every stage of life
When someone you love has special needs, planning reaches well beyond your own retirement. It means preserving the public benefits they rely on, building resources that last, and putting a plan in place for the years when you are no longer the one managing it.
We bring those pieces together with you, at a pace that respects your family and the decisions in front of you.
Neither Arrowood Capital nor &Partners renders legal or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.
What we plan for together
- Government benefits, including SSI and Medicaid
- Special needs trusts
- ABLE and STABLE accounts
- Estate planning and life insurance
- Long-term care and healthcare considerations
- Tax deductions available to caregivers
Events
New webinar dates are coming soon
Pam is scheduling her next series of special needs planning webinars. Reach out and we’ll let you know when registration opens.
Articles and resources
Guides Pam shares with the families she works with, ready to download.
Ten Common Mistakes in Special Needs Planning
5 Reasons Why Waiting is Risky in Special Needs Planning
What Can a Special Needs Trust Pay For
What are STABLE Accounts
Helpful links
Support for families
Organizations that support families, caregivers and the people they love.
[Disclosure added at compliance review]
Pam’s credentials
Meet Pam Guggenheim, ChSNC®
Pam Guggenheim has spent close to four decades helping clients address their financial concerns and develop thoughtful investment strategies. Her advocacy for individuals with developmental disabilities is inspired by her experience as a parent. Her son Bryan developed special needs as a result of a premature birth. This work is personal as well as professional, and that lived experience deepens the understanding and perspective Pam brings to families preparing for the years ahead.
Pam has attained the Chartered Special Needs Consultant (ChSNC®) designation and is a member of The Academy of Special Needs Planners. She has served as Vice President on the Delaware County Board of Developmental Disabilities, and she volunteers and supports The Miracle League of Central Ohio and Team Heart and Sole.
