06/24/2026
If you are asking yourself how much you might need to fund a trust for your family member with a disability, you might take a look at my process:
When I work with clients to create a comprehensive financial plan, one of the big questions we often need to tackle is “How much do I need to fund the Supplemental Needs Trust for my loved one with a disability?” The way we develop an answer requires asking a lot more questions to define the rel...
