The special needs financial planning series included 12 interviews from special needs financial planners and special needs lawyers. This episode offers soundbites from each interview in the series to help you choose which episodes may be of interest.
Episodes in the financial planning series were:
101 - Learning the Lingo
102 - Special Needs Trusts
103 - Choosing and Training the Trustee
104 - Memorandum of Intent
105 - ABLE Accounts
106 - Government Benefits
107 - Finding Resources
108 - Taxes
109 - Multigenerational Planning
110 - Insurance as a Financial Planning Tool
111 - Assets to Consider
112 - Avoiding Common Mishaps
