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Special Needs Trusts

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Manage episode 305501206 series 2996118
内容由Mom Autism Money提供。所有播客内容(包括剧集、图形和播客描述)均由 Mom Autism Money 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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集单集

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Manage episode 305501206 series 2996118
内容由Mom Autism Money提供。所有播客内容(包括剧集、图形和播客描述)均由 Mom Autism Money 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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集单集

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