Dave and Ken discuss why financial planning for families raising children with special needs requires a different playbook. This topic is one that is very close to both of your hosts. They cover SSI and Medicaid resource limits to ABLE accounts, special needs trusts, beneficiary designations, and caregiver planning. Ken and Dave also walk through the key decisions families should understand before gifting assets, naming beneficiaries, or building long-term support plans. PPG-8886779.1(05/26)(exp.05/30)
