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!
What this episode covers
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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