America’s Retirement Store CEO John DuPriest has put together an excellent publication full of important information for those with special needs children or adults in their life.
This information is relevant for caretakers, guardians, relatives and friends of those with special needs, but it is particularly informative for those who have special needs dependents.
If you have a special needs dependent under your care or know someone who does, the importance of knowing the ins and outs of a special needs trust cannot be over-emphasized. Please download this and read this for yourself and loved ones or send it on to someone else who might benefit from this knowledge:
If you have further questions or want to speak to an advisor about estate planning and trusts, call Natalie at 303-694-1600 or schedule a Discovery Session online.