Financial Services Human ServicesNonprofit
PLAN of MA & RI, Inc., a nonprofit organization, administers special needs pooled trusts. Professional financial managers and social worker staff help individuals to preserve financial assets, protect public benefits, and access personalized guidance for the use of funds. PLAN offers individuals with disabilities a compassionate and lower-cost approach to other trusts. PLAN offers first and third party trusts that can be funded at the time the trust is opened or sometime in the future. We serve approximately 800 beneficiaries of all ages and disabilities.