Top 5 Legal Documents Needed for Special Needs Planning

Special Needs Planning with Consolidated Planning Group di Consolidated Planning Group

Note sull'episodio

Attorney Christina Lesher discusses the top five Special Needs Documents needed to prepare properly for the future of your family.- Will or Revocable Trust (or both) - 3rd party Supplemental Needs Trust - 1st party Supplemental Needs Trust - Documents for incapacity - Beneficiary designation updates. Join us as Special Needs Christina Lesher explains how to successfully plan for your future.

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