Traditional Estate Planning Doesn't Work for Special Needs Families episode artwork

EPISODE · Feb 24, 2026 · 25 MIN

Traditional Estate Planning Doesn't Work for Special Needs Families

from Cheri Hill Show · host Cheri Hill

Special needs families face unique financial questions when planning for the future. Conventional wisdom suggests setting up an inheritance or a life insurance policy to provide resources for them, but a financial hurdle complicates their situation. There are three main types of Special Needs Trusts, and the type of trust usually depends on who’s funding it. The most common types include: sageintl.com or 800-254-5779

Episode metadata supplied by the publisher feed · Published Feb 24, 2026

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Traditional Estate Planning Doesn't Work for Special Needs Families

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