Koby Lerner Investment Advisor

Hands In My Posthumous Pocket: New Capital Gains Rules and Their Estate Tax Effects steelewealthmanagement.com

Should estate planning be different for beneficiaries with a disability? What is a Henson Trust (or disability trust) and is it right for your unique situation?

An important purpose of estate planning is to sure that loved ones are financially cared for after a person's passing. This goal can become more important, as well as more complex, when one or more beneficiaries has special needs which require particular financial planning and protection. A lack of proper planning may lead to mismanagement of the inherited assets, barriers to accessing the assets or a loss of government disability support benefits upon receipt of the inheritance.

While each situation is unique, there are some common estate planning tools which can be used to provide for beneficiaries with disabilities.

Have questions? Schedule an introductory Zoom meeting: https://calendly.com/koby-lerner/zoom-meeting

Want to learn more? Click the link below

Estate Planning for Beneficiaries with Disabilities www.raymondjames.ca