Trusts Are NOT Plans

All too often I will have someone tell me they have a "plan", because they've gotten the their Special Needs Trust. Setting aside, for the moment, my concerns their Special Needs Trust will work as they want it to, this is NOT a plan for the future.

All too often I will have someone tell me they have a "plan", because they've gotten the their Special Needs Trust. Setting aside, for the moment, my concerns their Special Needs Trust will work as they want it to, this is NOT a plan for the future. It is a tool to be used in the implementation of their plan. A 3rd Party Special Needs Trust, or Suppleme…