In order to plan for the possibility that an adult child may die before a parent or parents, we have provided the opportunity for you to set aside certain funds within the trust that can be used to help support an elderly parent or parents without making them ineligible for possible public benefits. If you use this choice, the parent beneficiary may not serve as a Trustee. If you choose this statement you will also be asked to name a beneficiary or beneficiaries to receive the balance of your estate, also known as the residue of the Trust Estate.
To edit your Parent Support
1. Click on 'Your Info' at the top of the program, then scroll down to select
'Beneficiaries - Make Changes'.
2. Then select Parent Support - Make Changes
3. On this screen you can edit your selected retention type and amount.
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