Special Needs Trust: Why it is crucial for your loved ones and the necessary steps to plan ahead

Feb 28, 2022

Planning ahead with Marc Sigmon Insurance Agency and other partners

As we look ahead for the year 2022, it’s crucial that we remember those with special needs while planning ahead.  After all, March is special needs awareness month. 

 

Consider the relationships Marc Sigmon Insurance Agency has with professionals that can establish a special needs trust or other important documents for your financial future.  A special needs trust is a legal document that has many benefits for the disabled individual and his or her family. It allows you to manage financial affairs while still preserving your child's eligibility for public assistance programs like Medicaid (called Medi-Cal in California).

 

A trust can be established by an attorney or licensed financial advisor.  They are designed to protect a person with supplement benefits should their financial circumstances change in the future.

 

If you're a parent or guardian of a special needs child, contact Marc Sigmon Insurance Agency today to find out more.  As a licensed insurance agent, he can work with your family to connect you with the right individuals to ensure your financial future is secure.  It’s time to remember to protect children with special needs for life with the right tools.

If you're a parent or guardian of a special needs child, contact Marc Sigmon Insurance Agency today to find out more.  It’s time to remember to protect children with special needs for life with the right tools.

By Marc Sigmon 01 May, 2024
Marc Sigmon continues to serve community and fellow service members as a certified life and health insurance agent
06 Sep, 2022
Marc Sigmon recognized at Fallbrook Chamber of Commerce during Life Insurance Awareness Month
01 Jun, 2022
Marc Sigmon, far right, visits the legislative office of Congressman Mike Levin (CA-49) with, from left, Mike Wilbanks, a NY Life agent; Alison Feinswog, Levin's legislative assistant; and Lauren Crumbaker, another NY Life agent. (courtesy Village News) Marc Sigmon, agent/CEO of Marc Sigmon Insurance Agency, spent three days in Washington, D.C., as part of the National Association of Insurance and Financial Advisors Congressional Conference. The congressional conference, held May 23-24, was to build or establish relationships with local advisors and agents within each district to address critical issues now and into the future.
Share by: