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Navigating Special Needs Estate Planning

For most families, government benefits will play a key role in paying for the long-term care of their child with special needs after they’re gone. Without careful and appropriate estate planning, you could unintentionally disqualify your child from those benefits. A properly funded Special Needs Trust is the only way to provide for the long-term quality of life you want for your child while also maintaining their eligibility for government benefits.

It is essential to work with the right team of experts to create your plan:

Tools to Help with the Healthcare of your IDS

Planning for the Future

Legal Needs

  • Special Needs Trust

    How to Pay for it

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