A PLANNING GUIDE EVERY SPECIAL NEEDS FAMILY OUGHT TO SEE.
This foundational 12-page guide uncovers what a Special Needs Trust includes and what you need to know before starting one. This important component is often the centerpiece of the most effective special needs planning strategies.
In this guide, you’ll discover:
- How to choose a trustee that has your child’s best interest in mind
- How to fund the trust (and what mistakes to avoid)
- Important trust options and how to choose the best for your child
- And much more