Planned Lifetime Assistance Network of Massachusetts and Rhode Island, Inc.
- Financial Services
- Human Services
PLAN of MA & RI, Inc., a nonprofit organization, operates special needs pooled trusts. Professional financial managers and social worker staff help individuals to: preserve financial assets, protect public benefits, and access personalized guidance with the use of funds. PLAN offers individuals with disabilities, including the elderly, a lower-cost approach to special needs trusts. Currently PLAN offers first and third party trusts that can either be funded at the time the trust is opened or some time in the future. We now serve over 1,000 beneficiaries of all ages and disabilities.