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Top 5 Legal Documents Needed for Special Needs Planning

Author
Consolidated Planning Group
Published
Thu 09 Feb 2023
Episode Link
https://rss.com/podcasts/testcpg/817524

Attorney Christina Lesher discusses the top five Special Needs Documents needed to prepare properly for the future of your family.- Will or Revocable Trust (or both) - 3rd party Supplemental Needs Trust - 1st party Supplemental Needs Trust - Documents for incapacity - Beneficiary designation updates. Join us as Special Needs Christina Lesher explains how to successfully plan for your future.

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