Special Needs Planning

Special needs trusts are set up for individuals with disabilities whether from birth, illness, or as a result of an accident. These types of trusts, which are often created by the parents of a special needs or disabled child, can be used to help with finances, and even pay for “extras,” such as transportation, therapy, or day care, often without affecting eligibility for government benefits. Typically, the parents act as the trustees.


Work your Certified Financial Planner® to help prepare a Special Needs Plan.

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