SELLEST OSAST
Recording Date: June 2, 2025
Keywords: financial planning, special needs trusts, trusts, special needs planning, Mark Solomon, Financial Guidance for Special Needs Families, Geralyn Anderson Arango, Gerry Arango Deeley, Our Parallel Paths, disability, transition
Transcripts: Download transcript for this episode.
Summary: Gerry talks with Mark Solomon, Financial Guidance for Special Needs Families, about the differences families of special needs children / adults face when planning for the future. Mark offers practical advice, and resources for families that can alleviate stress, and encourage thoughtful planning.
Resources:
- Website - snfguidance.com
- Facebook Group - https://www.facebook.com/groups/SpecialNeedsFam/
- YouTube - https://www.youtube.com/@SNFGuidance
- Email - ConsultWithMark@yahoo.com
Topical Index:
- Introductions [00:00]
- About Mark & Suzanne Solomon [02:55]
- Toolkit for families [04:37]
- Jugging Balls; Spinning Plates [05:42]
- How planning for special need children is different [06:37]
- Asset management vs. Financial Guidance [10:03]
- Medicaid - fears vs. reality [13:35]
- Siblings, trusts, and financial planning [17:22]
- Circles of Support [22:07]
- Contact information [23:23]
- The Parallel Path - retirement for your [24:22]
- Closing [32:09]
Find out more at https://our-parallel-paths.pinecast.co
We would've to hear from you. Please leave your feedback in the comments section. https://pinecast.com/feedback/our-parallel-paths/e7792fc4-c4ca-4f66-a391-84dba4b4be6b
