Ellyn Hefner, of MassMutual in Oklahoma City, works with families who have children with special needs, assisting them with financial planning to ensure they get the care they need, as well as finding all the available resources out there.
A key part of that process is making sure your disabled child is taken care of after you’re gone. And in Ellyn’s experience, not dealing with that now can have severe consequences.
Trusts, wills, guardianships, powers of attorney, and more are in Ellyn’s toolbox. But a huge part of the job is helping families navigate tough conversations amongst themselves and with relatives.
Tune in to get more details, including…