Strategic Trust Planning for special needs beneficiaries

Families with loved ones with special needs face a unique set of financial challenges that require careful planning and management. We understand thinking about the long-term finances and care of a special needs family member can be worrisome, but our team is here to help. Where some professionals may shy away, we do not.

One of the primary reasons for establishing a special needs trust is to ensure that your chosen beneficiary remains eligible for needs-based government benefits such as Medicaid and Supplemental Security Income (SSI). A special needs trust is a valuable tool that can provide continuity of care for your beneficiary.

In addition, special needs trusts provide a structured way to manage and preserve assets for your beneficiary’s future. In close partnership with Raymond James Trust, which has a dedicated team for special needs trusts, we can help you ensure that a trustee will always responsibly manage the funds in the best interest of your beneficiary.

Here at Hardin Wealth Management of Raymond James, our focus is helping you know your loved one’s financial needs will be met once you’re no longer able to provide direct care.

Raymond James & Associates, Inc. is affiliated with Raymond James Trust, N.A.