Thursday, September 14, 2023

Create a Special Needs Trust and Will to secure your family

Developing a will should be an essential component of any estate plan.

Dear Hcis,


Developing a will should be an essential component of any estate plan. Families of individuals with Autism should also investigate the use of a Special Needs Trust, which is a specialized trust that allows the beneficiary to enjoy the use of property that is held for their own benefit while at the same time allowing the beneficiary to receive essential needs-based government benefits.


Here are the steps you can take to create a Special Needs Trust:


  • A financial planner/advisor or an attorney can help your family begin the process of creating a Special Needs Trust
  • When researching your options, check their websites to ensure they offer Special Needs Trust (SNT) planning in their list of services
  • Confirm that they have relevant experience working with the particular diagnosis relevant to your family
  • Check out Special Needs Answers to search for Special Needs Trust professionals in your local area
Learn More 

The Autism Society is a national organization with a local focus, so when you create your legacy with the Autism Society, you are impacting the people in your backyard, changing lives close to home, for generations to come.


Using this service, you will get lifetime access to make changes and updates to your plans at no cost. Take advantage of creating a will and a Special Needs Trust to create your legacy today.


Best,

Christopher Banks

President and CEO

Autism Society of America

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