Part 3 of 12 Important Facts That Every Special Needs Family Must Know About Estate Planning





Fact # 3 – You must know what factors need to receive special consideration when planning for your special needs child.

In planning your estate, you must give special consideration to the following:

1. The abilities and needs of your child;

2. The government benefits and services that your child is receiving or is likely to receive in the future;
the eligibility standards for those benefits and the effect of the various forms of inheritance on the eligibility; and

3. The kind of guidance and assistance (if any) that your child will require after your death.

The information contained in the rest of this report will help you evaluate these areas and serve as a starting point for developing at an estate plan that will meet your needs and those of your family.




This report is designed to inform families with special needs children about the various kinds of estate plans, suggest the advantages and disadvantages of each, and assist you in identifying the kind of information to gather and share with your lawyer and financial planner.

Call us at 1 800 879 0984 to begin your planning, and gain your peace of mind.

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