What is a trusted advisor?

A trusted advisor is an individual or organization who can provide advice and guidance for individuals with disabilities in the state of Florida. Trusted advisors are usually professionals or organizations that have expertise in disability planning law, such as attorneys, financial advisors, or social workers. The primary purpose of these advisors is to provide individuals with disabilities and their families with information and resources to help them understand their legal rights and obligations and to assist them in navigating the disability planning process. Trusted advisors are knowledgeable about the various statutes and regulations related to disability planning. They can provide valuable advice on an individual’s legal options and financial planning while taking into consideration their unique circumstances. Trusted advisors are also familiar with state laws, as well as federal laws, and they can help individuals understand and comply with their legal requirements. Trusted advisors can help individuals create long-term plans for their disability, such as estate planning and trusts, and guardianship for those with limited capacity. They can also assist with benefits planning, including Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI). Trusted advisors can help individuals protect their hard-earned assets while still obtaining the financial support they need. In sum, a trusted advisor can provide individuals with disabilities and their families with invaluable guidance and advice throughout the disability planning process. They can provide support and help individuals understand their legal rights and obligations so that they can make informed decisions about their future.

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