Individuals with disabilities face added planning challenges

For people with disabilities, establishing a holistic wealth strategy can be all the more important, explains Will Lucius, director of special needs trusts at Raymond James Trust. These investors often face additional planning considerations that include aid eligibility, benefits coordination, income replacement and coverage of disability-related expenses.

Raymond James & Associates, Inc., and Raymond James Financial Services, Inc., are affiliated with Raymond James Trust, N.A. Recorded March 25, 2021. Hosted by Paige Lenssen, CFA.