Modera Wealth Management
Modera Wealth Management

Special Needs

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Special Needs Trusts for Gifting and Inheritance

If you have a minor or adult child with special needs, financial concerns are likely top of mind. Often, family members or close friends want to help you by gifting to your child or leaving an inheritance to them. Though this generosity may be appreciated, there can be unintended side effects of gifting outright to someone who has special needs.

2022-05-20T21:51:14+00:00Good to Know, Special Needs|
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