Financial Planning Funding Your Neurodivergent Child's Future

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