Are you prepared for the future? Discover the truth about Special Needs Trusts and how they can provide essential financial security for your loved ones. This insightful video from Gilfix Law explores critical considerations for estate planning, including the impact of factors like Prop 19, California real estate, and property taxes. Learn how to calculate the necessary funds for a Special Needs Trust using the 3-4% rule and explore powerful tools like life insurance to bridge financial gaps. Understand the importance of directing retirement accounts to a Special Needs Trust and the benefits of consulting with a team that integrates financial and legal advice.
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CHAPTERS:
00:00 – How Much is Enough
01:22 – Special Needs Trust Benefits
03:06 – Importance of Life Insurance
06:31 – Funding Options for Trusts
08:26 – Integrated Team Approach in Planning
09:27 – Subscribe, Like, Comment, Share
09:28 – Contact Gilfix & La Poll for Estate Planning Help
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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