Palladio Consulting LLC Resource Database
A client-only, secure section of our website where you can easily schedule meetings with us, upload documents, access our entire library of educational webinars, and stay up-to-date on important special needs planning topics, such as annual ABLE contribution limit changes, social security benefit updates, and more.
Palladio Consulting LLC Informational Booklet
Our informational booklet is meant to provide a high-level summary of Palladio Consulting LLC, the planning term, important services provided and planning process. The intended use for this document is to help families identify if our firm is the best fit for their needs.
For professionals like attorneys, CPAs, county case workers, and more, our booklet is meant to serve as a tool to help identify if Palladio Consulting LLC would be an appropriate, additional resource for their current clients.
Instructions for Care Document (Letter of Intent)
No one understands your loved one as well as you. This Instructions for Care (also known as a Letter of Intent) is a personal road map that enables you to gather and record relevant information in one place and make your wishes and expectations clear to family members, caregivers, and trustees who will assume responsibility for your loved one’s care once you’re no longer able.
It’s one of the most important and often overlooked planning documents!
Special Needs Planning Timeline
Palladio Consulting LLC helps people who have received a disability diagnosis and their families navigate through the legal, financial, and government programs available for people with intellectual and developmental disabilities (I/DD).
The Special Needs Planning Timeline helps families identify the resources and supports that may be available according to the family needs as the child ages. This helps families get a better idea of what the future looks like for their child.