#113 - Financial Planning Series Recap
Release Date:
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
#113 - Financial Planning Series Recap