Market uncertainly doesn’t change core priorities for the nearly 20% of families who need to ensure the lifelong care of a family member with significant special needs.
Uncertainty does, however, trigger a desire to act — to regain control by taking meaningful steps forward. Which makes this a pivotal moment for wealth advisors to offer clients clear, lasting solutions.
If you’re not yet familiar with Special Needs Trusts (SNTs), now is the time. SNTs are the financial backbone of a lifelong care plan for the 23 million people in the U.S. living with significant disabilities, and the only estate planning tool specifically designed for this purpose.
There is opportunity cost to overlooking this need. Referrals to attorneys often result in documents that sit untouched for years. Banks and trust companies typically won’t open SNTs without millions in funding. Both options distance you from your client and delay action.
Here’s one thing you can do now: Talk to clients with a family member who has special needs. Ask others if this is part of their estate plan. Show them how to set up a practical, high-quality SNT — today.
Visible provides the tools, guidance, and support to help you lead these conversations with your clients.
Schedule your complimentary discovery meeting today.