Season 1 · Episode 26
Top 5 Legal Documents Needed for Special Needs Planning
Special Needs Planning with Consolidated Planning Group · Consolidated Planning Group
February 9, 202359m 41s
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Show Notes
Attorney Christina Lesher discusses the top five Special Needs Documents needed to prepare properly for the future of your family.- Will or Revocable Trust (or both) - 3rd party Supplemental Needs Trust - 1st party Supplemental Needs Trust - Documents for incapacity - Beneficiary designation updates. Join us as Special Needs Christina Lesher explains how to successfully plan for your future.