
Frequently asked questions
A: At Everson Rose Financial and Notary, we understand that planning for a loved one with special needs is a crucial aspect of lifetime financial strategy. The amount of money to invest in a Special Needs Trust varies greatly based on individual circumstances, goals, and the future needs of your loved one. Generally, there is no minimum investment required; however, it's essential to consider factors such as the cost of living, medical expenses, and long-term care. Our dedicated financial coaches will work closely with you to create a tailored plan that suits your family's unique situation. We aim to ensure that your investment adequately covers all anticipated expenses, providing peace of mind and financial security for your loved one’s future. Contact us today to schedule a consultation and explore the best options for your Special Needs Trust.