Posts tagged special needs trust

#109 - Financial Planning Across Multiple Generations

Assets often are passed from one generation to the next so coordination of financial planning is necessary, especially when a family member with disabilities is in the mix. This episode teaches us how to sync plans across multiple generations to maximize assets as well as what to focus on for each generation.

podcastKim AlbrechtApril 5, 2020financial planning, special needs trust, ABLE account, government benefits

#104 - Memorandum of Intent and Other Considerations After the Special Needs Trust Is Drafted

Drafting a Special Needs Trust is only the foundation of sound planning. On that foundation are additional documents and steps to take. In this episode we discuss two. First the memorandum of intent which gives direction on wishes and day to day care. Second, the importance of funding the trust via titling.

podcastKim AlbrechtMarch 2, 2020financial planning, special needs trust, legal documents

Season 4

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“...and He has brought us to this place and has given us this land, a land flowing with milk and honey." -Deuteronomy 26:9