Create a secure future for your loved one with special needs. Wealth Enhancement Group's Special Needs Planning Checklist is your first step towards a comprehensive plan that can help ensure your child maintains the same quality of life they enjoy now, even in your absence.
Download this checklist now and gain insights into essential financial and estate planning strategies, specifically tailored to special needs care:
- Have you completed a trust fund analysis to determine adequate funding requirements for a Special Needs Trust?
- Do you have a written Letter of Intent (LOI) to let others know what you want for the future of your child?
- Have you met with relatives, friends, and care providers to let them know about these plans?
- Do you have current wills that exclude your child by name (to avoid reducing their government benefits)?
The world of special needs planning can feel complex. Having a checklist to track your progress makes a world of difference. Secure your child's well-being and download our checklist today.