Episode notes
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.
Keywords
special needs planningfinancial planningfinancial growthspecial needs trust3rd party supplemental needs trust1st party supplemental needs trustbeneficiary designation updatesspecial needs documentsprepare for the futurewill or revocable trust