Latest / Legacy Beyond Wealth with Rob Shelton
Planning Ahead for a Loved One with Special Needs
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If you care for someone with special needs, one of the biggest questions that may keep you up at night is: “What happens when I’m no longer around to protect them?” In this episode, Rob offers critical guidance on how to ensure your most vulnerable loved ones are cared for, without jeopardizing their financial security or access to government benefits. He covers trust types, how to choose a trustee and breaks down how to plan with wisdom, flexibility, and love.
Here’s what we…
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