Starting your special needs planning early is vital to ensure your child or loved one with a disability has financial security. With special needs planning, parents of children with special needs can have the peace of mind knowing government programs don’t count their inheritance towards eligibility.
Here are three tips that can help you when planning for special needs.
- Hire an experienced estate planning attorney
- Choose the trustees of your special needs trust carefully
- Prepare a letter of intent
Remember, establishing a special needs trust depends on your loved ones’ needs and your family dynamics. Contact Meurer Law Offices P.C. today to consult with an estate planning attorney.