10 Estate Planning Tips for Families with Beneficiaries with Special Needs

Overview

Life is more complicated for families who have a loved one with a disability. The process of developing an estate plan requires the ability to navigate the confusing and often counter-intuitive rules of government benefit eligibility, and being intimately familiar with the circle of doctors, diagnoses, therapies, and services that will be available to provide special needs support over the course of a lifetime. If your family includes a person with special needs, there are 10 tips to get you started on the right track to developing an estate plan that works for your family.

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