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Radio Interview


Estate Planning for Those With Special Needs

Estate Planning Insights With Marisha Charbonnet

Leaving an inheritance to someone with special needs requires careful planning to avoid having the inheritance disqualify the individual from other public benefits that they are receiving. A special needs trust is a great tool to safeguard the well-being and financial stability of those who require on-going support, without jeopardizing their public benefits.

Click Below To Listen To The March 9th, 2024 Radio Segment on Your Real Estate Life 

Radio Show 3.9.24
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