Leaving assets to a family member to care for your child with special needs may seem like a loving plan—but life can get in the way. Divorce, liability, and shifting family dynamics can put that money at risk. Learn why a Special Needs Trust is a critical part of a secure, long-term plan for your loved one’s future.
“In essence, Special Needs Planning is not just about preparing for the future; it’s about creating a framework of care, support, and empowerment that nurtures the unique abilities and potential of individuals with special needs. By embracing the principles of compassion, foresight, and collaboration, families can navigate the journey ahead with confidence, knowing that they have laid the foundation for a life of dignity, opportunity, and fulfillment for their loved ones.”
In the world of financial planning, one often-overlooked yet crucial tool is the special needs trust (SNT). Not a legal expert, but delving into this topic can shed light on its significance. Picture it as a safety net, preserving government benefits while providing additional support for individuals with disabilities. Let’s explore its types, benefits, and more, simplifying the complexities for better understanding and informed decision-making.
Learn what happens when a child with special needs turns 18 and parents lose legal authority. This guide explains adult guardianship, types, when it’s needed, and how the process works.
Our experienced professionals focus on Special Needs Planning. We are prepared to help you eliminate the overwhelming and confusing obstacles to creating a plan. Legal documents, special needs trusts, lifestyle planning, and benefits should all be coordinated. You will have peace of mind knowing your loved one will be cared for in the future.
Subscribe and get your free copy of “The Beginner’s Guide to Special Needs Planning” by Bart Stevens.
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