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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.
As you prepare to file 2023 taxes and proactively plan for 2024, our tax guide can be a helpful resource. Should you consider tax-loss harvesting to offset realized gains? The tax guide can help you answer this question and others as you prep to meet with your wealth team. The guide also includes 2023 tax filing reminders and 2024 tax facts, such as capital gains tax rates. To learn more, download our tax guide.
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