Ep 33: Financial Planning for Special Needs Children: A Comprehensive Guide episode artwork

EPISODE · Sep 10, 2024 · 17 MIN

Ep 33: Financial Planning for Special Needs Children: A Comprehensive Guide

from Money Strategy With Kingdom Values: Prosper in the Kingdom

Planning for your special needs child's future can be a daunting task. In this episode of the Money Moves Podcast, hosts Jon Cleaver and Wendy Lee navigate through this sensitive but essential subject. They offer practical advice on creating a comprehensive financial and estate plan, developing a special needs trust, using life insurance to fund the trust, and writing a detailed letter of intent for future caregivers. They further stress the importance of reviewing and updating this plan regularly. This episode is an invaluable resource for parents seeking to secure a comfortable future for their special needs child when they are no longer around. Start making informed financial decisions today - tune in now! Get more financial tips and advice at blackswanmoney.com Follow us: https://www.instagram.com/blackswanmoney/ https://www.instagram.com/moneywithwendy/ Do us a favor and share this episode!

Planning for your special needs child's future can be a daunting task. In this episode of the Money Moves Podcast, hosts Jon Cleaver and Wendy Lee navigate through this sensitive but essential subject. They offer practical advice on creating a comprehensive financial and estate plan, developing a special needs trust, using life insurance to fund the trust, and writing a detailed letter of intent for future caregivers. They further stress the importance of reviewing and updating this plan regularly. This episode is an invaluable resource for parents seeking to secure a comfortable future for their special needs child when they are no longer around. Start making informed financial decisions today - tune in now! Get more financial tips and advice at blackswanmoney.com Follow us: https://www.instagram.com/blackswanmoney/ https://www.instagram.com/moneywithwendy/ Do us a favor and share this episode!

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Ep 33: Financial Planning for Special Needs Children: A Comprehensive Guide

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How long is this episode of Money Strategy With Kingdom Values: Prosper in the Kingdom?

This episode is 17 minutes long.

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This episode was published on September 10, 2024.

What is this episode about?

Planning for your special needs child's future can be a daunting task. In this episode of the Money Moves Podcast, hosts Jon Cleaver and Wendy Lee navigate through this sensitive but essential subject. They offer practical advice on creating a...

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