Avoid These 4 Costly Special Needs Planning Errors! [Video]

Are you navigating the complex world of special needs planning for a loved one? Avoid common pitfalls with expert insights from Mark and Mike Gilfix of Gilfix & La Poll Associates, seasoned estate planning professionals with decades of experience. This video sheds light on the four most costly errors families often make in special needs planning, providing you with the crucial knowledge needed to protect and provide for your family members with disabilities effectively.

Discover the importance of a comprehensive estate plan, including a Special Needs Trust, and learn how to navigate government benefits like SSI and Medicaid to ensure your loved ones are fully supported. The Gilfix duo also dives deep into strategic housing plans and funding methods for trusts, emphasizing solutions tailored to your unique family needs. Don’t miss their valuable advice on utilizing life insurance as a tool to secure the future of your child with special needs.

CHAPTERS:
0:00 – Intro
0:38 – Estate Planning Mistake
2:18 – Understanding Government Benefits
3:52 – Housing Planning Mistake
8:56 – Funding Special Needs Trust
13:07 – Top Mistakes in Special Needs Planning
15:10 – Conclusion

This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues.

To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com