Purposeful Planning with Aspen Wealth Management
Aspen Wealth Management
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Understanding Special Needs Trusts, Part 1
• 3 minPublic benefits programs for people with disabilities and other limitations have restrictions that make it challenging for the person’s needs to be adequately covered beyond the bare minimum. Special needs trusts can help. This audio series covers the benefits of a special needs trust, various types of trusts, and how to set one up. If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player. Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news." The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice. Hosted on Acast. See acast.com/privacy for more information.
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