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Tune In to the David Carrier Show
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My Kids
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Special Needs Planning
Special needs planning is for those who are incompetent or mentally or physically disabled.
Call us to find out how a special needs trust can pay for supplemental needs and medical items that government entitlements do not provide, and find out how a special needs trust can be created with the beneficiary’s own assets, and serves to protect those assets, allowing the beneficiary to receive both Medicaid and SSI benefits.
Kids Common Trusts
Do you want to make sure after death that your kids will be taken good care of physically and financially?
Do you have a son or daughter who is worried about being sued and you want to protect their inheritance? A kid irrevocable trust can do the job for you when it’s done right.
Do you want to know how an irrevocable trust can prevent step-parent from disinheriting kids?
Do you know that a kids irrevocable trust can also be used to protect your assets from nursing home costs, when it is created by your children (typically with assets gifted to children by you, and you can still keep control of your assets)?
Give us a call and reserve seats for your family to join one of our free LifePlan™ workshops.
 
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