What Is A Special Needs Trust And Do You Need One

Consider This Program with Joe Clark, CFP and Dean Huddleston. In this segment we will cover: You most likely want to treat all your kids equally. That is normal, whether it be on Christmas gifts or what’s in your Will or Trust for them after you are gone. When you have a Special Needs Beneficiary, what you leave must be treated and accounted for differently than your other heirs. Lack of planning could mean government benefits can be lost, resources are wasted, and your generosity lost. There are many things to consider with Special Needs Beneficiaries. Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com 800-928-4001

Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

Want to sign up to receive the Market Carver?

Schedule a "Next Steps" Meeting

If you request a “Next Steps” meeting, we will discuss with you things you should do today, things to consider tomorrow, and if we choose to partner together… a written plan on what Financial Enhancement Group can do to help meet your goals.

Receive our Consider This Program show-notes weekly.

After submitting this form you will be redirected to the show note archive where you can see past show notes. 

Have a Question? Let Joe Know!

Submit your question, and you might just hear it on an upcoming episode of “Consider This.”

Receive Our Free weekly Market Update Video

The FEG team regularly shares pertinent financial information to help educate our friends and families on what’s happening in the market, as well as information on financial planning. Fill out the form below to be added to our list for distribution.

Access all of our checklists!

Important Update

Due to health and safety concerns for our families, friends and our team, we have made the difficult decision to temporarily close our offices in Lafayette, Brownsburg, Indianapolis and Anderson until January 4, 2021. Our team will remain available to you by phone and email to continue to offer you assistance with your service requests. Please do not hesitate to contact us with any questions you may have.

Questions? Give us a call at 1-800-928-4001.