Consider This Program with Joe Clark, CFP and Dean Huddleston. In this segment we will cover: You most likely want to treat all your kids equally. That is normal, whether it be on Christmas gifts or what’s in your Will or Trust for them after you are gone. When you have a Special Needs Beneficiary, what you leave must be treated and accounted for differently than your other heirs. Lack of planning could mean government benefits can be lost, resources are wasted, and your generosity lost. There are many things to consider with Special Needs Beneficiaries. Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com 800-928-4001
What Is A Special Needs Trust And Do You Need One
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