EP 147 | Mary McDirmid on Financial Planning for Special Needs Families

from Stress-Free IEP® · host Frances Shefter

Mary McDirmid breaks down what families often miss in special needs financial planning—and how to fix it before it’s too late. Learn what really happens at the age 18 financial cliff, how ABLE accounts and special needs trusts actually work, and when to use each. She shares how to build a clear Special Needs Action Roadmap so you’re not making decisions in crisis. Plus, get key insights from her new book Care, Protect, Grow to help your family plan with confidence and avoid costly mistakes.Reach Mary here: https://allneedsplanning.com/Mary's book: https://allneedsplanning.com/care-pro...Need our help? Contact us now: https://shefterlaw.com/

Episode metadata supplied by the publisher feed · Published Jun 9, 2026

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EP 147 | Mary McDirmid on Financial Planning for Special Needs Families

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