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Listen "Ep 33: Financial Planning for Special Needs Children: A Comprehensive Guide"
Episode Synopsis
Planning for your special needs child's future can be a daunting task. In this episode of the Money Moves Podcast, hosts Jon Cleaver and Wendy Lee navigate through this sensitive but essential subject.
They offer practical advice on creating a comprehensive financial and estate plan, developing a special needs trust, using life insurance to fund the trust, and writing a detailed letter of intent for future caregivers. They further stress the importance of reviewing and updating this plan regularly.
This episode is an invaluable resource for parents seeking to secure a comfortable future for their special needs child when they are no longer around. Start making informed financial decisions today - tune in now!
Get more financial tips and advice at blackswanmoney.com
Follow us:
https://www.instagram.com/blackswanmoney/
https://www.instagram.com/moneywithwendy/
Do us a favor and share this episode!
They offer practical advice on creating a comprehensive financial and estate plan, developing a special needs trust, using life insurance to fund the trust, and writing a detailed letter of intent for future caregivers. They further stress the importance of reviewing and updating this plan regularly.
This episode is an invaluable resource for parents seeking to secure a comfortable future for their special needs child when they are no longer around. Start making informed financial decisions today - tune in now!
Get more financial tips and advice at blackswanmoney.com
Follow us:
https://www.instagram.com/blackswanmoney/
https://www.instagram.com/moneywithwendy/
Do us a favor and share this episode!
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