Inheritance Issues

Inheritance Issues

If you have an inheritance, you might be wondering how those funds could impact your trusts, disability benefits, or even your Medicaid. Receiving an inheritance can be an enormous gift, but the way in which you manage those funds can have a significant impact on your financial interests and future security. If you’re dealing with inheritance issues, no matter how complex, our team at Legacy Enhancement is here to help.

At Legacy Enhancement, we know how challenging money management can be. Our team is dedicated to helping our clients find peace of mind through smart trust solutions, including pooled special needs trusts and minor's trusts. Whatever your needs, we want to help you find the best solution.

Call (888) 988-5503 to discuss your inheritance problem with our team at Legacy Enhancement.

Will an Inheritance Affect My Disability Benefits?

Anyone who currently receives disability benefits, whether through SSI or SSDI, knows that there are several factors the Social Security Administration considers before they grant specific benefits. If you receive an inheritance, your SSDI should not be affected—this program is specifically based on needs, not on income. However, your SSI benefits could be affected by an inheritance because it would be viewed as an additional income. Because SSI is based on financial need, a large inheritance could make you ineligible for continued SSI benefits.

If you currently receive medical benefits, either through SSI or SSDI, you need to discuss your situation with our experienced team right away. We have ample experience handling inheritance issues, and we can help you fight a solution that secures your finances and helps set you up for a secure, comfortable future.

Medicaid & Inheritance—Know Your Options

Medicaid helps provide millions of Americans with health coverage that they might not receive otherwise, especially pregnant women, low-income adults, the elderly, and people with disabilities. Unfortunately, because Medicaid has strict income rules, anyone who receives an inheritance while on Medicaid could potentially lose coverage.

If you are on Medicaid and you recently received an inheritance, or you expect to receive one soon, our team at Legacy Enhancement is prepared to help.

Let Our Team Help You

Legacy Enhancement is committed to helping disabled and special needs individuals, as well as their caretakers, as they navigate the complex issues that come with financial planning, trust management, investing, and so on. If you are receiving an inheritance and you’re concerned about how it could affect your current situation or your future, let our team of professionals find a solution for you.

Contact Legacy Enhancement today to discuss your situation with our team.

Let Us Help

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  • Professionally managed and invested trusts
    Our staff is complete with knowledgeable professionals to make sure your investment is handled wisely.
  • Capable of handling trusts of all sizes

    Your family member or client will be cared for, no matter the size of the trust.

  • Ability to help maintain needs-based governmental assistance
    We've got the experience you need to rest easy. We know what it takes, we'll take care of the rest.
  • Low trust establishment costs and maintenance fees
    Since we are a non-profit, our only benefit is our clients success, meaning we are cost effective and won't break your bank.