•Disability: Any of us can acquire a disability through accident or illness. Are you prepared? Your estate plan should include current Financial and Health Care Power of Attorney documents so that your chosen agent can take care of your finances and make health care decisions for you in the event of disability. If one of your beneficiaries has a disability at your death, what inheritance you leave them could eliminate their public benefits such as Social Security and Medicare or those gifts can be taken by the government as reimbursement for those benefits. Your Living Trust can protect the inheritance with Special Needs provisions. If you are uncertain whether your Trust contains those provisions, call us today for a review.
