We are open and diligently working for our clients during this difficult time.
Protecting Your assets Preserving your legacy We Provide Nationwide Assistance for the Benefit of the Disabled, Special Needs Individuals, and Their Caregivers.

Special Needs Trusts

Helping Disabled & Special Needs Individuals Secure a Better Future

The goal of Legacy Enhancement is to provide assistance for the benefit of disabled and special needs individuals and their caregivers. We help our clients with the establishment and ongoing management of pooled, first-party, and third-party special needs trusts, managing the required funds for supplemental needs.

Our goal is to enrich the lives of our clients and their loved ones. We do this by offering the same care and attention to detail as large banks and trust companies without the same exorbitant fees.

MEET THE LEGACY ENHANCEMENT TEAM

Devoted to Achieving Your Best Interests

We are committed to easing the financial responsibilities and burdens of money management for beneficiaries and their loved ones so you can find peace of mind about your future. Whether you are interested in establishing a special needs trust, managing a minor's trust, or learning more about your options, Legacy Enhancement can help. Connect with our team to put your best foot forward to a better and brighter future.

How Can We Help?

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The Benefits of Legacy

Keep Up With Legacy

Read Our blog to stay updated
  • Is a Special Needs Trust Considered Income?

    A special needs trust can be a valuable tool to add to your child’s long-term financial plan. There are several benefits of doing so, but one of the ... read more

  • What Is the Special Needs Trust Fairness Act?

    The Special Needs Trust Fairness Act of 2015 ( Senate Report 114-99 ) modifies how revocable trusts are treated when they are for the benefit of ... read more

  • How Can I Ensure My Child With Special Needs Receives a Full Inheritance?

    If your child has special needs, there are many elements you must consider regarding his or her financial future. An important component of your ... read more

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