If your child or loved one has special needs, how you leave them money matters. In this episode, Ken and Jeremy break down special needs trusts in plain English and why a direct inheritance can accidentally create problems with certain government benefits.

They also cover practical, real world considerations like who should serve as trustee, when a corporate trustee can help, and why this planning step is often more affordable and manageable than most families expect.

If you are over 50 and thinking through your family plan, this is a conversation worth hearing.

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