For families with individuals who have special needs, estate planning requires careful consideration of the unique circumstances that affect both the individual with the disability and the family as a whole. Special needs trusts are a crucial component, as they ensure that a loved one with a disability can receive financial support without losing access to essential government benefits. However, these trusts function as one component of a larger estate plan that also includes family trusts, wills, powers of attorney, and other important documents.

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By addressing all of these estate planning tools, families can provide for the long-term care and well-being of their loved ones with special needs. A comprehensive plan not only helps protect the individual’s access to benefits but also gives families peace of mind, knowing that they’ve created a secure financial and legal framework for the future.

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At Corral Financial Strategies, we specialize in creating estate plans that reflect your values and prioritize your loved one’s needs. We listen to your goals and provide thoughtful, customized strategies that maximize benefits and protect the well-being of your loved one with special needs. With our expertise, we help ensure that your family’s legacy and your loved one’s future are secure, offering you peace of mind knowing your plan is designed to meet their needs now and in the years ahead.