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Financial Planning Funding Your Neurodivergent Child's Future
04/03/2023
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
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