When planning for individuals with special needs, it’s vital to have the right legal documents in place, such as a Special Needs Trust (SNT), which protects eligibility for government benefits while securing financial stability. A letter of intent outlines care instructions, and a Power of Attorney (POA) designates someone to make financial and legal decisions on the individual’s behalf. ACTEC Fellows who specialize in special needs planning explain what you need to know.
Tips for adding a legacy contact to email/social media accounts; recommendations for executors accessing digital property of disabled/deceased persons with no legacy contact.
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