Free Guide
Special Needs Planning
7 Things Families Should Know
Estate planning can become more complicated when someone you love has a disability or may need additional support in the future.
This free introductory guide explains how thoughtful planning can help protect an inheritance while preserving the resources and support available to your loved one.
What You'll Learn
- Why leaving an inheritance outright may create unintended problems
- How a third-party special needs trust can protect an inheritance
- When special needs provisions may fit into an existing estate plan
- Why choosing the right trustee matters
- How beneficiary designations need to coordinate with the plan
