Are you concerned about safeguarding your legacy and ensuring your loved one with special needs is well-cared for after you’re gone? “Protect Your Legacy: Special Needs Planning Essentials” is a must-watch video by Gilfix Law, where Mark and Mike Gilfix walk you through 6 critical steps in special needs planning. From understanding Prop 19’s impact on California real estate to navigating property taxes and the complexities of estate planning, this video is packed with invaluable insights. Learn why a Special Needs Trust is pivotal, how to select the right trustee, and the importance of coordinating with your family to prevent future complications. With decades of experience and a deep commitment to providing tailored legal advice, Gilfix Law highlights the necessity of integrated legal and financial planning to secure your loved one’s future.
CHAPTERS:
0:00 – Introduction
1:17 – Fear of Dying and Special Needs Planning
3:51 – Special Needs Trusts Overview
6:03 – Estate Plan Coordination
9:56 – Family Involvement in Special Needs Planning
12:38 – Financial Planning Strategies for Special Needs
17:00 – Life Insurance Considerations for Special Needs
19:39 – Integrated Legal & Financial Planning
22:31 – Updating Special Needs Plans
29:01 – Prop 19 Implications on Special Needs Planning
37:36 – Avoiding Special Needs Planning Mistakes
39:45 – Overcoming Delay and Denial in Planning
41:12 – Contacting Gilfix & La Poll for Special Needs Planning
42:30 – Closing Thoughts
This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues.
To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com
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