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!

Non-deposit products and services through First Mid Wealth Management
Are Not FDIC InsuredAre Not Bank DepositsAre Not GuaranteedMay Lose Value