When David was injured in a car accident as a kid, his family was there to support him. But as his parents and grandparents aged, his support system got smaller and smaller. Thankfully, his family thoughtfully planned for his future and worked with qualified professionals to have a Special Needs Trust created, which protected their assets and provided lifetime financial stability for David.
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The Nautilus Group® is a service of New York Life Insurance Company. New York Life Insurance Company and its affiliates and agents and employees thereof do not provide tax, legal, or accounting advice. Individuals should consult with their own tax, legal or accounting professionals before implementing any planning strategies. SMRU 5018918 Exp. 04/30/2025
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