ABOUT THIS EPISODE
How do we place a hedge of protection around our neurodivergent children by funding their future? Doctor Heather Holleman, Coach Steve Gundy and special guest and financial expert, Amy Masters, provide an answer to that question.
2:30 Four reasons why I want to set up a special needs trust
14:40 Two Pots of money, Medicaid payback provisions & avoiding complications with government entitlements.
20:13 Achieving Better Life Experience (ABLE) Account
26:05 Self Settled Trust
35:13 For Benefit of (Individual) Trust (FBO)
40:00 401K Accounts
43:50 & 47:22 The value of securing a financial advisor
48:18 Using Insurance to fund income for your child
50:30 The importance of linking funding to the special needs trust
English
United States
IN THIS EPISODE
TRANSCRIPT 🔗
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