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Inheritance Protections Plus Benefits Through Effective Trust Planning for Grandparents
By Kathleen A. Ryan / October 16, 2017
It is common for grandparents to want to pass on a legacy from their estates to their grandchildren either immediately or over time. However, they should know that care must be taken when passing funds to grandchildren with special healthcare needs and/or disabilities.

The opinions expressed in this blog are those of the author and may not reflect those of Washington Trust Wealth Management. The information in this report has been obtained from sources believed to be reliable, but its accuracy and completeness are not guaranteed. Any opinions expressed herein are subject to change at any time without notice. Any person relying upon this information shall be solely responsible for the consequences of such reliance. Performance is historical and does not guarantee future results.

Such information does not constitute legal or professional advice as all situations are unique and are based on individual facts and circumstances.

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