Better Financial Health in 15 Minutes (or less!)

Ep. 127 Estate Planning for Individuals with Special Needs

May 09, 2024
Ep. 127 Estate Planning for Individuals with Special Needs
Better Financial Health in 15 Minutes (or less!)
More Info
Better Financial Health in 15 Minutes (or less!)
Ep. 127 Estate Planning for Individuals with Special Needs
May 09, 2024

In today's episode, Stacey discusses estate planning for the benefit of individuals with special needs. When making provisions for people with special needs, it can be helpful to work with a specialist in estate law, and to be careful of how the assets they receive might impact their government benefits. 

Envision Financial Planning. 5100 Poplar Avenue, Suite 2428, Memphis TN 38137. (901) 422-7526, This communication is strictly intended for individuals residing in the United States. Advisory Services offered through Envision Financial Planning, a Registered Investment Adviser.

Show Notes

In today's episode, Stacey discusses estate planning for the benefit of individuals with special needs. When making provisions for people with special needs, it can be helpful to work with a specialist in estate law, and to be careful of how the assets they receive might impact their government benefits. 

Envision Financial Planning. 5100 Poplar Avenue, Suite 2428, Memphis TN 38137. (901) 422-7526, This communication is strictly intended for individuals residing in the United States. Advisory Services offered through Envision Financial Planning, a Registered Investment Adviser.