Are you worried about securing your disabled child’s future? This video provides essential estate planning advice to help you ensure your child’s well-being after you’re gone. Learn how much you need to leave for your child with a disability, the importance of creating a Special Needs Trust, and practical financial strategies like the 4% rule. Discover how life insurance can bridge financial gaps and gain peace of mind by planning ahead.
In this video, we delve into the financial and legal aspects of supporting a child with special needs, offering clear, actionable steps to safeguard their future. Understand how to calculate your child’s future needs, the benefits of a Special Needs Trust, and why whole life insurance policies might be a crucial part of your strategy. This video is packed with insights to help parents navigate this challenging aspect of estate planning.
CHAPTERS:
00:00 – Leaving Inheritance for Disabled Child
00:35 – Avoid Direct Money Gifts to Disabled Child
00:50 – Understanding the 4% Rule for Withdrawals
01:50 – Retirement Savings: How Much Is Enough?
02:50 – Financial Strategies for Those Without $2 Million
04:04 – Managing Financial Planning for the Future
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
source
