WATCH NOW
Planning for the future of a child with special needs can feel overwhelming, but it doesn’t have to be.
In this impactful clip, estate planning expert Julie Steiner breaks down the essentials of creating a special needs trust. She explains why securing your child’s financial future is vital while preserving their eligibility for benefits like SSI and Medicaid.
Julie also shares the importance of a ‘Summary of Wishes,’ a personalized guide that helps caregivers maintain their child’s routines, preferences, and quality of life when they can no longer provide direct care.
This is a must-watch for any parent ready to take proactive steps toward peace of mind.
CLICK TO VIEW THE ENTIRE PRESENTATION: [1] Please click the link for more valuable information, key takeaways, and highlights.
Trust & Estate Planning for Families with a Special Needs Child by Julieanne E. Steinbacher, Esq.―Financial and Life Planning Summit for Parents of a Child with a Disability hosted by James Lange, CPA/Attorney, https://DisabledChildPlanning.com [2]