Special Needs Planning
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Special Needs Trusts: Secure Your Child’s Future Without Risking Essential Benefits
Protecting Your Child’s Financial Security and Benefits in Wake, Durham, Orange, Chatham, Franklin, and Johnston Counties If you have a child with special needs, planning for their future is essential. Without the right legal protections, an inheritance or financial gift could unintentionally disqualify them from government benefits like Medicaid and Supplemental Security Income (SSI). At…
Free Estate Planning Worksheet
There’s a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you’ll be one step closer to getting yourself and your family on the path to a secure and happy future.