The Question No Parent of a Disabled Child Feels Ready For

Avoid these special needs estate planning mistakes that could put your child’s benefits and care at risk. 🔴 Planning for a child with disabilities? Let’s make sure your plan protects their benefits, care, and future ➡️ https://calendly.com/jeff-llewellyn-r... If you have a child with disabilities, your estate plan may look perfectly fine on paper while quietly creating problems that could affect government benefits, long-term care, and your family’s ability to support your loved one in the future. In this video, Jeff Llewellyn, Principal at Rockwood Wealth Management and practice lead for the special needs planning team, walks through five special needs estate planning mistakes families often make. These include relying on a general estate plan, failing to coordinate with grandparents or extended family, choosing the wrong type of trust, creating a plan no one can find or understand, and planning around assets instead of the person’s actual life. You’ll also learn why a revocable trust is not the same as a special needs trust, how direct inheritances can create benefit problems, why a letter of intent matters, and how parents of disabled children can think more proactively about estate planning, financial planning, and long-term care coordination. In this video, you’ll learn: • Why general estate planning may not be enough for families with disabled children • How special needs trusts can help protect access to government benefits • The difference between first-party and third-party special needs trusts • Why extended family coordination matters • How a letter of intent can help future caregivers understand your child’s needs • Why the best plans are built around the person, not just the money Our mission here at Rockwood Wealth Management is to help families make thoughtful, proactive financial decisions that protect the people they love most. Disclaimer: This video is for educational purposes only and should not be considered legal, tax, investment, or benefits advice. Please consult your attorney, tax professional, benefits specialist, and financial advisor before making decisions about your estate plan, trust structure, or government benefit planning.