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Caring for Special Needs: Incorporating Special Needs Trusts in Your Estate Plan

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Manage episode 410001248 series 3515176
Content provided by Attorney James Jones. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Attorney James Jones or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

On this episode of The Legacy Talk Podcast, we delve into the important topic of incorporating special needs trusts in estate planning. Join us as we explore the challenges faced by families caring for loved ones with special needs and how special needs trusts can provide financial security and peace of mind for the future. We'll discuss the benefits, eligibility requirements, and key considerations when setting up a special needs trust.

Whether you're a caregiver, family member, or someone interested in learning more about this crucial aspect of estate planning, this episode is a must-listen.

Tune in now to gain valuable insights and guidance on caring for special needs individuals and ensuring their lasting legacy.

  continue reading

10 episodes

Artwork
iconShare
 
Manage episode 410001248 series 3515176
Content provided by Attorney James Jones. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Attorney James Jones or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

On this episode of The Legacy Talk Podcast, we delve into the important topic of incorporating special needs trusts in estate planning. Join us as we explore the challenges faced by families caring for loved ones with special needs and how special needs trusts can provide financial security and peace of mind for the future. We'll discuss the benefits, eligibility requirements, and key considerations when setting up a special needs trust.

Whether you're a caregiver, family member, or someone interested in learning more about this crucial aspect of estate planning, this episode is a must-listen.

Tune in now to gain valuable insights and guidance on caring for special needs individuals and ensuring their lasting legacy.

  continue reading

10 episodes

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