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Posted by The Estate Plan on 03/21/2023 in Business

Special Needs Planning


Description

When a family knows that they are planning for the future of a child or adult with a disability, it is even more important to consider the effect of inheritance. Without proper planning, even a small inheritance can cause a loss of benefits on which they have come to rely. In such cases, there are options that allow for multiple family members to make gifts without disrupting needed benefits. We are knowledgeable in special needs planning and can help you develop a plan that will maintain required support for a family member or loved one with a disability.


The Estate Plan 

135 San Lorenzo Ave Suite #750 

Coral Gables, FL 33146 

(305) 677-8489

https://www.TheEstatePlanFL.com/


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