Do you have an individual with special needs that you already have or intend to have as a beneficiary of your estate? If so, then you need to take some additional steps to make sure that person can receive such an inheritance while also still keeping whatever current benefits they may already be receiving. Without proper planning ahead of time, a well-intentioned gift could become a major problem. In this episode, Attorney Brittany Smith explains some of what needs to be done.
For a more detailed discussion about special needs planning, you can listen to this earlier podcast episode.
Do you have an individual with special needs that you already have or intend to have as a beneficiary of your estate? If so, then you need to take some additional steps to make sure that person can receive such an inheritance while also still keeping whatever current benefits they may already be receiving. Without proper planning ahead of time, a well-intentioned gift could become a major problem. In this episode, Attorney Brittany Smith explains some of what needs to be done.
For a more detailed discussion about special needs planning, you can listen to this earlier podcast episode.