Disability
Learn about estate planning considerations for disability situations. Explore strategies to protect benefits while creating financial security for your family.
What estate planning tools help families with disabled members protect government benefits?
Special needs trusts are commonly used estate planning tools that can help families provide additional resources for disabled loved ones without jeopardizing their eligibility for government benefits like Medicaid or SSI. These trusts allow families to set aside funds for supplemental needs while maintaining benefit eligibility. Understanding how different estate planning structures work with disability benefits helps families make informed decisions about their planning options.
