Your Retirement Playbook

Your Retirement Playbook


What Is A Special Needs Trust And Do You Need One?

May 21, 2021

You most likely want to treat all your kids equally. That is normal, whether it be on Christmas gifts or what's in your Will or Trust for them after you are gone. When you have a Special Needs Beneficiary, what you leave must be treated and accounted for differently than your other heirs. Lack of planning could mean government benefits can be lost, resources are wasted, and your generosity lost. There are many things to consider with Special Needs Beneficiaries.   Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com