Customized Special Needs Trust Planning to preserve government benefits and provide continuing care.
Essential for families with loved ones with disabilities, Special Needs Trusts ensure ongoing care and support beyond your lifetime.
If so . . .
We can make the tough decisions easier, provide the guidance your family needs and ensure your wishes are honored and respected.
Special Needs Trusts are a critical component of your estate planning if you have disabled beneficiaries you wish to provide for after your passing. Generally, Special Needs Trusts are either stand-alone trusts funded with a separate asset like a life insurance policy or a sub-trust of your living trust. The Special Needs Trust can cover a variety of life-enhancing expenditures without compromising your loved one’s eligibility.
Your legacy is not just protected—it’s secured, ensuring peace of mind for you and your loved ones, no matter what the future brings.
Our collaborative approach means your long-term care plan works hand-in-hand with your estate planning goals, ensuring a harmonious strategy that leaves no stone unturned.
We can help you set up a Special Needs Trust, preserving government benefit eligibility and providing assets that will meet the supplemental needs of the disabled person (those that go beyond food, shelter, and clothing and the medical and long-term supports and services of Medicaid).
Meet your shortcut to success . . .
Schedule your free discovery call to get clarity on your situation and have all your questions about Smith Barid answered. Start your journey to a secure legacy with confidence.
We'll partner with you to craft a clear, customized plan. We create a tailored strategy encompassing all aspects of your legacy, from asset distribution to future care wishes, simplifying the complex legal landscape into manageable steps.
Our initial planning process is comprehensive, but we understand that life changes. We'll meet with you in the future to discuss any adjustments or additional support you may need, ensuring your peace of mind is always secured.
Very thorough throughout entire process. My banker commented that my Living Trust was one of the best she had seen.
All of the staff were so helpful and knowledgeable. Everything from start to finish was easy and I felt really good about the finished product.
You’ll get tailored advice that aligns with your circumstances and goals, ensuring that you receive a custom asset protection plan that perfectly fits your family’s needs.
A special needs trust provides comprehensive protection for your loved one with special needs' government benefits, ensuring uninterrupted benefits and funds to supplement those benefits.
You will save time and avoid the stress of complex legal paperwork with our efficient, accurate estate planning process.
Your elder care plan will be comprehensive and fully integrated with your estate and financial plans because we work closely with your financial advisors, accountants, and family members in a team-based approach.
Your special needs estate plan will remain effective and relevant because we use flexible planning that adapts to changes in the law and your circumstances. You still need a periodic checkup, but we do everything we can to create a plan that adjusts automatically.
To get all this and more…
