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Estate Planning·

Your Disabled Child Could Lose Everything You Leave Them — Unless You Plan Around a $2,000 Trap

If your child or grandchild has a disability and relies on government benefits, leaving them money directly could cost them their health insurance and monthly income. A special needs trust protects both the inheritance and the benefits. Here is what Florida families need to know.

By David A. Yergey III · Yergey & Yergey, P.A.

Your Disabled Child Could Lose Everything You Leave Them — Unless You Plan Around a $2,000 Trap — Yergey & Yergey P.A., Orlando

If your child or grandchild has a disability and relies on government benefits, leaving them money directly could cost them their health insurance and monthly income. A special needs trust protects both the inheritance and the benefits. Here is what Florida families need to know.

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Yergey & Yergey, P.A. — Orlando, Florida

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