Latest / The Red Wagon Estate Planning & Elder Law Show
Special Needs Planning: Protect Your Benefits, Protect Your Family
In response to listener requests, Jeff explains financial planning options for individuals with special needs. In addition to common estate planning tools, you'll learn about third-party and first-party special needs trusts, pooled trusts, and ABLE accounts. These strategies can help safeguard governmental benefits and create long-term financial stability for your disabled loved one.
WHAT YOU NEED TO KNOW
(00:00) Episode introduction.
(02:35) A common estate plan can include a financial power of attorney (PoA), a medical PoA, a living will, and a last will and testament.
(03:42) A trust is a…
The skinny
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