Financial Planning

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Estate Planning: Special Needs Planning for Individuals and Caregivers

In this webinar, we learned how to leave money and other assets for the benefit of a child with special needs without causing the child to lose important public benefitsl, including understanding the difference between a payback special needs trust and a third party discretionary trust. ABLE accounts and benefits, such as SSI and Medicaid,  were also discussed.

By | 2019-11-05T09:05:15+00:00 Oct 18, 2019|Financial Planning, Webinar|Comments Off on Estate Planning: Special Needs Planning for Individuals and Caregivers