Why Having A Plan For Those With Special Needs Is Important
Nov. 6, 2018 Podcast

Why Having A Plan For Those With Special Needs Is Important (30:41)

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One in eight people are related to someone with special needs, according to Pew Research Center. There is a broad definition of special needs and it does not discriminate. If you have a family member with special needs, it’s important to adapt your financial plan. Depending on the severity, parents may need to not only plan for their lifetime, but also that of their child or children. This podcast episode focuses on when and where you should start with special needs planning. 

 

 

 

The views expressed are for commentary purposes only and do not take into account any individual personal, financial, or tax considerations. It is not intended to be personal legal or investment advice or a solicitation to buy or sell any security or engage in a particular investment strategy.