200 Schulz Drive
Too many people believe that estate planning is only for the wealthy. While that is definitely not true, estate planning is truly a crucial part of a special needs financial plan.
Too often, we meet people who answer the question, “Have you done your estate planning?” with “Yes, we have a special needs trust.” When the follow-up, “What will you fund it with?” is asked, there is no ready answer. If there is one, it is most frequently, “My home and whatever assets are left.”
Any estate planning attorney, particularly those who are qualified in special needs planning, will tell you that your estate plan should be reviewed at least every five years. If you have not reviewed it in ten years, chances are that it needs to be updated!
Our estate planning review can only arrive at 2 positive outcomes.
1. Your plan is updated, effective, and financially efficient
2. We suggest strategies that will improve the accomplishment of your goals.
Either way, it is a no-lose proposition for our families!
Registered Representatives of Equity Services, Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.