Your Life Simplified

Providing Financial Security for Loved Ones with Special Needs

June 22, 2023

When we discuss estate planning, it’s a way to communicate our values and decide how we want our legacy to look. When you have a family member with special needs, this is especially important so that they can be taken care of the way that you would want. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, is joined by Kevne Sharp, wealth advisor and Chartered Special Needs Consultant. They share ways that you can help provide financial security for a loved one with special needs or a disability.

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