If someone you love has a disability, leaving them money the wrong way can cost them the very benefits they depend on.
Swipe through for what every family with a special needs loved one should know: how a special needs trust protects SSI and Medicaid eligibility, the difference between first-party and third-party trusts, what the trust can and cannot pay for, how to choose a trustee, why funding the trust and matching your beneficiary designations matter, and how an ABLE account and a Letter of Intent fit into the plan.
Special needs planning is not really about money. It is about making sure your loved one is safe, supported, and cared for long after you are gone.
If you are in Arizona, call us at 480-719-7333 to start building that plan.
This content is for informational purposes only and does not constitute legal advice. Please consult an attorney for guidance specific to your situation.