30 Days to Your Special Needs Trust: A Quick-Start Guide to Your Special-Needs Estate Plan

30 Days to Your Special Needs Trust – A Quick Start Guide to Your Special Needs Estate Plan. Estate planning is a crucial issue for families with a member who has an intellectual or developmental disability. This crucial planning step can preserve income, health insurance, and access to programs to support a person with disabilities, but too many families get stuck and don’t act. Families cannot afford to get stuck. The potential value of benefits is too great to lose.

© 2020 Rob Wrubel CFP
Audience: Grandparent, Parent