What is a trusted advisor?

A trusted advisor is an individual or organization who is charged with helping individuals develop a plan for managing their disability needs. In South Carolina, this can refer to legal professionals such as attorneys or financial professionals such as accountants. A trusted advisor is someone whom you can trust and rely upon to help you make informed decisions about your disability needs. They will be able to review and evaluate all the available resources and develop a plan to best suit your needs. They will provide guidance on Social Security, Medicaid, and other disability-related benefits available to you. The advisor will also be able to guide you through the paperwork and filing process associated with disability planning. In addition to providing help with disability planning, the advisor may also help you manage your financial assets, such as estate planning and tax strategies. They may also assist in establishing guardianship and/or conservatorship if necessary, as well as helping you to develop strategies for disability insurance and other protection. A trusted advisor will be someone who is knowledgeable in disability planning law and understands your unique needs. They should be able to provide sound advice and be able to assess all the available options so you can make informed decisions to achieve your disability goals.

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