Saturday Mar 18, 2023
Top 10 mistakes to avoid while planning for your special one
- Doing Nothing
- Disinheriting the Loved One
- Assuming Others Will Care for Your Loved One
- Using a One-Size-Fits-All Special Needs Trust
- Failing to Plan for More Than Public Benefits
- Failing to Include Others in The Planning
- Choosing the Wrong Management Team
- Failing to Protect the Loved One From Predators
- Failure to Properly “Fund” and Maintain the Plan
- Not Using Specialized Professionals
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