We explore essential planning for parents of children with disabilities with CPA and estate attorney James Lange! Note and disclaimer - this episode deviates from our previous episodes in that it is about financial planning and how to provide for our kids after us. Please use your usual due diligence and research before implementing these strategies. Also please note that this episode is very US-centric. James shares his personal experience and provides valuable insights, emphasizing three critical steps: getting the child approved for SSI or SSDI, creating a special needs trust for estate planning, and optimizing taxes through Roth IRA conversions. James offers a free book, 'Retire Secure for Parents of a Child with a Disability,' and a virtual summit for further resources and support. Connect with James Lange at www.paytaxeslater.com and explore his book, “Retire Secure for Parents of a Child with a Disability,” for more detailed guidance.
