Special Needs Estate Goals

When it comes to estate planning for a special needs beneficiary, there are a few main goals people should keep in mind while ignoring common misconceptions.

Taken from Jeff's book The Simple Guide to Special Needs Estate Planning, this podcast episode focuses on providing for the specific needs of a beneficiary without having to give them money directly. #estateplanning #specialneeds #revocabletrust #livingtrust

Watch the YouTube version here.

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