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Special Needs Trusts

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Indhold leveret af Mom Autism Money. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Mom Autism Money eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Financial advisor Brenton Harrison and attorney Jill Zacks join Mom Autism Money to decode a particularly complicated topic: Special Needs Trusts. In this episode, we’ll talk about first-party, third-party and pooled special needs trusts, Medicaid clawback provisions, the importance of life insurance for parents of disabled children, and how you might want to plan your retirement savings differently after listening to this episode.

Get 30% off with today's sponsor, the Safety Sleeper - https://safetysleeper.com/MAM

Connect with Jillian: https://mcandrewslaw.com/our-attorneys/jillian-zacks/

Connect with Brenton: https://www.brentonharrison.com/

Learn more about life insurance: https://lifehappens.org/

Subscribe to the Mom Autism Money email list - https://momautismmoney.com/

Join the Mom Autism Money FB community - https://www.facebook.com/groups/momautismmoney

Submit a question - https://forms.gle/YYtz4Pq6kF3LVkWx9

Get the full transcript of this episode here: https://tinyurl.com/sntsmam

  continue reading

31 episoder

Artwork
iconDel
 
Manage episode 305501206 series 2996118
Indhold leveret af Mom Autism Money. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Mom Autism Money eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Financial advisor Brenton Harrison and attorney Jill Zacks join Mom Autism Money to decode a particularly complicated topic: Special Needs Trusts. In this episode, we’ll talk about first-party, third-party and pooled special needs trusts, Medicaid clawback provisions, the importance of life insurance for parents of disabled children, and how you might want to plan your retirement savings differently after listening to this episode.

Get 30% off with today's sponsor, the Safety Sleeper - https://safetysleeper.com/MAM

Connect with Jillian: https://mcandrewslaw.com/our-attorneys/jillian-zacks/

Connect with Brenton: https://www.brentonharrison.com/

Learn more about life insurance: https://lifehappens.org/

Subscribe to the Mom Autism Money email list - https://momautismmoney.com/

Join the Mom Autism Money FB community - https://www.facebook.com/groups/momautismmoney

Submit a question - https://forms.gle/YYtz4Pq6kF3LVkWx9

Get the full transcript of this episode here: https://tinyurl.com/sntsmam

  continue reading

31 episoder

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