Thirteen Estate Planning Tips for Beneficiaries with Special Needs

Thirteen Estate Planning Tips for Beneficiaries with Special Needs

WealthManagement.com:  “Life is more complicated for families who have a loved one with a disability. From finding the right medical professionals and the right schools or other programs, to obtaining necessary therapies and services, individuals with disabilities face additional steps, extra time and a need for specialized knowledge at every stage of life. In addition to facing these stresses, families may receive misinformation, which makes decision making more difficult.

Planning for Beneficiaries with Special Needs

While the development of an estate plan can be difficult for any family, for a family of an individual with a disability, the planning, as with all things, has added complexity. Primary caretakers of a loved one with a disability routinely wonder who’ll care for, love and financially support their family member when they’re gone.”

By |2018-06-18T13:53:28+00:00June 22nd, 2018|

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