Special Needs Planning
Many people imagine estate as a relatively straight-forward process with assets
flowing from a decedent to series of competent, capable, adult beneficiaries who
receive the assets and use the assets responsibly and with no complication. Often
times, though, reality looks nothing like this. These days, people engaging in estate
planning have numerous special circumstances to consider - they may have minor children
to plan for, they may have intended beneficiaries who currently receive needs-based
government aid or they may have a loved one who simply isn't very good with money.
Each of these circumstances involves specialized planning techniques. For specific
advice regarding whether your estate plan needs special planning provisions, consult
an attorney licensed in your state.
This Web site is intended for general information purposes only. It does not nor is it intended to constitute legal, tax or investment advice. United Financial Systems, Corporation is not a lawyer, registered investment advisor or investment advisor representative, and is not engaged in the practice of law or the business of investment advice.