200 Schulz Drive
Too many people believe Estate Planning is only for the wealthy. While that is clearly not true, Estate Planning for families with a Special Needs Dependent 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 the answer, “Yes, we have a Special Needs Trust.” Unfortunately when the follow up question of “What will you fund it with?” comes up, there is no answer or the most common one “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 review at least every five years and if you have not reviewed it in ten years chances are 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 can 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.