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Special Needs Planning

Monday, April 3, 2017

When Should A Special Needs Trust Be Established?


Special Needs Trusts are fantastic tools that allow the lives of special people to be enriched without putting their government benefits at risk. If you have a loved one that will likely rely on Supplementary Security Income (SSI) and Medicaid to meet his or her basic needs for the rest of his or her life, setting up a Special Needs Trust to benefit them is a good idea.

What Is A Special Needs Trust?

Special Needs Trusts are like a lock box that nobody but the person it was built to benefit can access.
Read more . . .


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