Estate planning for a special needs beneficiary can be complex and yet simple at the same time. It's complex because there is a cacophony of information, misinformation, and half-truths out there, and it can be difficult for parents and loved ones to sort through. On top of that, rules surrounding disability, Medicaid, and other benefit programs change all the time. What can make special needs estate planning simple is the main concepts have changed little over the decades.
In this video, I go through the four biggest keys to special needs estate planning that, when followed, can make planning far simpler than many attorneys make it out.
For more information on special needs estate planning, check out my book "The Simple Guide to Special Needs Estate Planning" available at:
www.amazon.com/dp/1935896156
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Raleigh, NC 27615
(919) 844-7993
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