Articles
How to Leave an Inheritance to a Disabled Child––Vision Bank
If you are the parent or grandparent of a disabled child or young adult, you have several special estate planning challenges. If the disabled child or disabled adult is receiving support from the state or federal government, they usually cannot have more than a small amount of assets held in their name. For example, if they have more than $2,000 in a checking or savings account in their name, this could threaten their government benefits. So how do you leave a gift or inheritance to that disabled heir without losing their government benefits? […]