OUR FORMS
Getting Started with Your Special Needs Trust
Legacy Enhancement can assist you with the establishment and maintenance of your pooled special needs trust or minor's trust. If you’d like to request a distribution or are interested in learning more about allowable and/or restricted purchases, please see the forms below. You may also change your contact information using our downloadable Change of Contact Information form.
For more assistance, or if you have additional questions, please call us at (888) 988-5503. Free consultations are available!
Keep Up With Legacy
Read Our blog to stay updated-
Can Inheritance Be Paid to Someone Else?
While this may seem like a question you’d answer with another question: “Why would I want to do that?”, there are many reasons why you might want to ... read more
-
Is Inheritance Money Taxable?
If you’ve recently come into an inheritance or will be receiving one soon, you may wonder whether the assets may be taxed by federal or state ... read more
-
Inheritance: The Basics
Inheriting assets from a lost loved one can be a very complex and nuanced situation. Read on to learn about some of the basics of inheritance . Types ... read more
