Special Needs Trusts

What is a Special Needs Trust?

If someone with special needs depends on you for financial support, your estate plan should address how that support will continue after your death. A Special Needs Trust allows you to leave money for the care of your loved one that won’t count against Supplemental Security Income and Medicaid benefit thresholds – because the beneficiary doesn’t own the assets.

How can I get started?

Call 1-888-518-7878 or contact us today!

Some investment products and services are not deposits, obligations or guaranteed by the bank; not insured by the FDIC or any other governmental agency, and may be subject to investment risk including potential principal loss.