Is your estate plan truly built to last for generations? This episode dives into the crucial, often overlooked, area of Special Planning Needs & The Long-Term Legacy.
For families facing unique challenges—whether it's providing continuous care for a loved one with special needs or transferring significant wealth across multiple generations—basic estate planning is not enough. We explore the powerful strategies that ensure your intentions are honored and your loved ones are protected long after you're gone.
In this episode, you will discover:
The essential role of Special Needs Trusts (SNTs) and how to set them up to protect government benefits.
Advanced trust strategies (like Dynasty Trusts or Irrevocable Trusts) for tax-efficient, multi-generational wealth transfer.
The importance of the Letter of Intent in communicating critical, non-financial wishes for a dependent's care.
How proper planning provides both financial security and peace of mind for a lifetime.
If you have complex family needs or a desire to leave a legacy that truly endures, tune in for the blueprint to a resilient, thoughtful long-term plan.
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