A Complimentary Resource for the Caregivers of Those With Special Needs

If your child, parent, or other loved one who depends on you has special needs, it can be especially frightening to consider what would happen to them if you were to pass on unexpectedly. Luckily, there’s an excellent estate planning tool at your disposal: the Special Needs Trust. Special Needs Trusts can help you achieve the peace of mind of knowing your special needs loved one will be provided for you after you are gone. To help you get started, we’ve created a free guide to Special Needs Trusts. It answers many of your biggest questions like:

  • What exactly is a Special Needs Trust?
  • How can Special Needs Trusts help your loved one maintain their eligibility for SSI and Medicaid benefits?
  • What is a pooled trust?
  • Who should I name trustee?
  • And more!

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