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Special Needs Trust: Why it is crucial for your loved ones and the necessary steps to plan ahead

February 28, 2022

Planning ahead with Marc Sigmon Insurance Agency and other partners

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As we look ahead for the year 2022, it’s crucial that we remember those with special needs while planning ahead.  After all, March is special needs awareness month. 

 

Consider the relationships Marc Sigmon Insurance Agency has with professionals that can establish a special needs trust or other important documents for your financial future.  A special needs trust is a legal document that has many benefits for the disabled individual and his or her family. It allows you to manage financial affairs while still preserving your child's eligibility for public assistance programs like Medicaid (called Medi-Cal in California).

 

A trust can be established by an attorney or licensed financial advisor.  They are designed to protect a person with supplement benefits should their financial circumstances change in the future.

 

If you're a parent or guardian of a special needs child, contact Marc Sigmon Insurance Agency today to find out more.  As a licensed insurance agent, he can work with your family to connect you with the right individuals to ensure your financial future is secure.  It’s time to remember to protect children with special needs for life with the right tools.

If you're a parent or guardian of a special needs child, contact Marc Sigmon Insurance Agency today to find out more.  It’s time to remember to protect children with special needs for life with the right tools.

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