A Future Secured: The Roberts Family Story

For years, the Roberts family lived with a lingering question that keeps many parents of children with developmental disabilities awake at night: "What happens when we are gone?"

Their son, David, brings immense joy to their lives. His infectious laugh and passion for nature light up every room he enters. However, David requires lifelong support, and navigating the complexities of special needs trusts, government benefits, and private savings felt like a second full-time job for his parents, Mark and Linda.

The Weight of Uncertainty

"We were drowning in paperwork," Linda recalls, sitting in her living room filled with photos of David's gardening projects. "Every financial decision felt high-stakes. We knew we needed to save for David's future, but we were terrified that saving too much in the wrong way could disqualify him from the essential government services he relies on daily."

The stress was palpable. Instead of enjoying family outings or focusing on David's developmental milestones, Mark and Linda spent their evenings poring over complex regulations, fearing they might make a mistake that could jeopardize their son's care.

A Partnership for Peace of Mind

That changed when they were introduced to MEWAYZ COMMUNITY IMPACT FOUNDATION (MEWAYZ). After an initial consultation, the Roberts family realized they didn't have to walk this path alone. MEWAYZ's team of experts stepped in to establish a Pooled Community Trust tailored specifically for David.

Strategic planning was the key. MEWAYZ worked to structure the family's assets in a way that protected David's eligibility for benefits like Medicaid and SSI, while still allowing funds to be used for things that improved his quality of life—like a new specialized wheelchair, therapy sessions not covered by insurance, and supplies for his beloved garden.

Focusing on What Matters

With the financial logistics handled by MEWAYZ's professional trustees, the atmosphere in the Roberts household shifted. The anxiety surrounding "the future" began to dissipate.

"Now, instead of spreadsheets, we focus on David," Mark says with a smile. "We've secured his future, not just financially, but holistically. We know there is an organization that understands him as a person, not just a case number."

Today, the Roberts family is thriving. David has expanded his garden, growing vegetables that he proudly shares with neighbors, a testament to the personal growth that becomes possible when a family is supported by a strong community foundation.