• Top 10 mistakes to avoid while planning for your special one

  • Mar 18 2023
  • Length: 7 mins
  • Podcast

Top 10 mistakes to avoid while planning for your special one

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  • Summary

    1. Doing Nothing
    2. Disinheriting the Loved One
    3. Assuming Others Will Care for Your Loved One
    4. Using a One-Size-Fits-All Special Needs Trust
    5. Failing to Plan for More Than Public Benefits
    6. Failing to Include Others in The Planning
    7. Choosing the Wrong Management Team
    8. Failing to Protect the Loved One From Predators
    9. Failure to Properly “Fund” and Maintain the Plan
    10. Not Using Specialized Professionals
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