Podcasts about special needs planning

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Bryan Jepson, Author, Financial Advisor and Emergency Medicine Physician about changing the way we think about special needs planning.In this episode we discussed:How a Chartered Special Needs Consultant can help clients who have family members with special needs. How an ABLE Account can help with Special Needs Planning. Financial planning is not just about picking investments.The true value of money is that it helps you buy back your time. If you're truly wealthy, you work because you want to, not because you have to. Your assets work for you, not you for them.Look for opportunities, look for skills and be curious.Connect with Bryan Jepson MD, MSF, ChSNC, CFP:LinkedInFacebookXTargeted Wealth SolutionsPhysician Finance Academy (Website) (YouTube)Books:The Physician's Path to True Wealth: 12 steps to gaining control over your money and your time The Record PlayerChanging the Course of Autism: A Scientific Approach for Parents and Physicians by Bryan Jepson and Jane JohnsonBio: Dr. Bryan Jepson graduated from the University of Utah School of Medicine, completed a residency in Grand Rapids, Michigan and is a board certified emergency medicine physician with 30 years of clinical experience.  More recently, he completed a masters degree in finance and risk management at the University of Colorado-Denver and the Certified Financial Planner education through the Boston Institute of Finance at Bryant University.  In addition to the CFP credentials, he holds the Chartered Special Needs Planner certification from the American College of Financial Services.  Bryan's interest in  finance stemmed from a long history of self-study and personal investing.  After a long and successful career in medicine, he decided to explore this interest further as an  "encore" career in financial planning and works for Targeted Wealth Solutions, an independent RIA with a focus on health care providers.  His interest in special needs planning comes from his personal experience as the father of two sons with autism. Bryan spent a portion of his medical career  treating children with autism and other neurodevelopmental disorders and is the author of a book called "Changing the Course of Autism" that was published in 2006.  Now, as a financial planner, Bryan  focuses part of his time serving the special needs community by helping families navigate the financial nuances of caring for adult children with disabilities for their lifetimes. Bryan is motivated to improve general financial education for others, particularly physicians.  He has created a series of free youtube videos on important financial principles that you can find on his website, The Physician Finance Academy (www.physicianfinanceacademy.com).Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Join Dr. Stephanie as she discusses financial planning with Converge Autism Summit speaker, Ryan Platt. We invite you to learn more about Special Needs Planning including Special Needs Trusts, ABLE Accounts, Guardianship, Government Benefits, Tax Implications, Future Caregiving and more!About our Guest:Ryan founded A Special Needs Plan in 2005 and has been a pioneer in his field. He completed his Special Care Planner Certification at the American College in Bryn Mawr, PA, and his background includes advanced training in estate and tax planning, special needs trusts, government programs, and the emotional dynamics of working with people and families with loved ones with special needs. He's passionate about meeting with families, learning their concerns, understanding their values, and helping them reach their goals. He excels in creating plans that help secure the needs of two generations.www.aspecialneedsplan.com

Talk Money with Jim ShoemakerJoin as Jim Shoemaker, Jered Haddad, and Kim Lane with upcoming news about how to become involved during Multiple Myeloma Action Month. Cullen West and Scott Jordan will share the importance of “Special Needs Planning.”                                 "Helping You Make the Most of Your Money”Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Advisor Networks, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Shoemaker Financial is independently owned and operated. 2176 West St, Ste. 100, Germantown, TN 38138

In the "Special Needs Planning: 18 and Beyond" episode of the 9innings Podcast, we delve into the challenges parents and guardians face as their special needs children transition into adulthood. Key topics include the legal shifts at age 18, such as guardianship and power of attorney, financial planning through special needs trusts and ABLE accounts, and the transition from school to adulthood with options like vocational training. I also highlight the emotional adjustments required for fostering independence and building a support system. This episode is a comprehensive guide for navigating this critical life stage. Understanding the Legal Shift (00:01:11) Financial and Future Planning (00:06:37) Transitioning from School to Adulthood (00:09:16) Emotional and Practical Adjustments (00:10:45) Closing Thoughts (00:13:13) NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page Follow Us: youtube: / @9icapLinkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428 facebook: / mlb2cfp Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4 Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.comDisclosure: https://sites.google.com/d/15bCWFaRZx75o5TU9b0Z9BiW3snRi-xhJ/p/1zofijMGt0S0jtmKcQL9m-quQgzbbS3xj/edit?pli=1

In response to listener requests, Jeff explains financial planning options for individuals with special needs. In addition to common estate planning tools, you'll learn about third-party and first-party special needs trusts, pooled trusts, and ABLE accounts. These strategies can help safeguard governmental benefits and create long-term financial stability for your disabled loved one.   WHAT YOU NEED TO KNOW (00:00) Episode introduction.   (02:35) A common estate plan can include a financial power of attorney (PoA), a medical PoA, a living will, and a last will and testament.    (03:42) A trust is a legal contract between three parties, the grantor (the person who creates it), the trustee (the person who controls it), and the beneficiary (the person who receives it).     (04:14) It's smart to set up a financial PoA and a medical PoA when a child, who has capacity to make decisions for himself or herself, turns 18. A child who does not have capacity to make decisions will likely require a guardianship hearing.     (08:08) To provide for a family member with a disability who is receiving public benefits, you can create a third-party special needs trust. The money is not left outright to the person with the disability because that can put their public benefits at risk.     (14:55) Most public benefit programs have a $2000 limit. The person with the disability is allowed to have no more than $2000 in their name. When that amount is exceeded, the person can create a first-party special needs trust, also known as a payback trust.   (18:31) A pooled trust is a type of special needs trust run by a charitable organization. It combines the funds of multiple beneficiaries into a single trust.    (20:22) An ABLE account is less expensive to set up but still provides access to money. There are limits and restrictions on this type of account, however.    ABOUT BELLOMO & ASSOCIATES Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master's degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language. Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn't happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.   LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/      

In Episode #21 of NAPFA Nation, host Marie Swift interviews Britta Koepf, CFP®, ChSNC®, founder of Tranquil Path Financial Planning. The discussion begins with Koepf's background and motivations for establishing her financial advisory practice, focusing on the unique challenges faced by families planning for the financial futures of both aging parents and their differently-abled children. Key topics include the importance of legacy planning, the use of special needs trusts and ABLE accounts, and the financial advisor's role as an intermediary between clients and legal professionals. She also shares her retainer-based fee structure, which is based on the complexity of services rather than assets under management. Based on the training she received through the Alliance of Comprehensive Planners and adoption of the ACP methodology, Koepf says the tax-focused retainer-based approach creates a rich environment for meaningful support and more open conversations with clients. She emphasizes the importance of holistic planning that incorporates tax strategies, and she reflects on her career path while offering valuable advice for aspiring financial planners, highlighting the growing representation of women in the field. In a nutshell: Special needs financial challenges include planning for two retirements: parents and the special needs child     Legacy planning is crucial for special needs families Special needs trusts and ABLE accounts can be important tools    An ABLE account (Achieving a Better Life Experience) is a tax-advantaged savings account designed to help individuals and their families save for disability-related expenses without affecting their eligibility for government assistance programs Medicaid, Social Security benefits, and SSI (Supplemental Security Income, a program administered by the Social Security Administration for disabled people) are factors to consider Koepf acts as an “attorney translator” which improves outcomes between clients and lawyers    The retainer-based business model gives Koepf the ability to do fee calculation based on complexity, not just assets, and the flat fee encourages open communication with clients    Koepf's journey from biomedical humanities to the financial planning profession serves as an example of how women can progress along a similar path A higher proportion of women offering holistic financial planning and advice is an idea embraced by Koepf and many others in the fee-only community Learn more about Koepf's professional services and mission at www.TranquilFP.com. Special Note: In 2023, we rebranded the NAPFA podcast with a new album cover and series title: NAPFA Nation. We are shifting our monthly episodes to bring you inspiring conversations and key insights from leaders in the Fee-Only financial planning profession. Marie Swift, Founder and CEO of Impact Communications, will continue on as host, interviewing a variety of NAPFA members and professionals. You will still be able to find on this channel the 32 Mindset Mastery episodes with respected fiduciary financial planners and allied advocates who are committed to accomplishing great things as they master their own mindset and continue to serve their clients in the best ways possible. Brought to you by NAPFA - the National Association of Personal Financial Advisors - the country's leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org.

Special Needs Planning – Charlie Massimo joins Chris Boyd and Jeff Perry for an engaging discussion concerning the various financial planning issues for parents of special needs children. Charlie shares his personal story of having two sons with autism and the many financial and personal challenges. Topic areas discussed during the episode are estate planning, future housing needs, special needs trusts, life insurance planning, and available assistance from federal and state government. The segment concludes with Charlie sharing his advice on using support groups in your geographical area to provide assistance to both the child and the parents. See a link below to listen to Charlie's own podcasts on related subjects: https://podcasts.apple.com/us/podcast/your-pathways-to-wealth/id1687118452 For more information or to reach Chris Boyd or Jeff Perry, click the below link: https://www.wealthenhancement.com/s/advisor-teams/amr  

This episode is the third and final part of a presentation that was recorded in December 2023 and made to tax and financial professionals. In it, Attorney Landon Hodges goes over special needs planning with a focus on the taxation aspect of it and ways to minimize taxes. In addition to the usual special needs planning that our firm does for clients with special needs and their family members, there is also a tax component that we haven't covered in depth in past recordings. This presentation, while intended for professionals, can still be helpful for those families that have a member with special needs and who will be engaging in special needs planning in the future, or have already done so. A video of this episode with a full PowerPoint presentation can be viewed on our YouTube channel. 

What are the key differences between traditional estate planning and elder law planning, and why is it important to consider elder law planning at a younger age? In this episode of Financially Ever After, host Stacy Francis delves into the intricate world of special needs planning and elder law with guest Britt Berner. Together, they navigate the complexities of legal and financial considerations for people with disabilities and those facing terminal illnesses. Planning for a disabled child's future requires careful consideration of government benefits and asset protection strategies. Understanding the nuances of Medicaid, SSI, and SSDI is crucial in ensuring the child's financial security and well-being. Spousal refusal and other legal strategies can help protect assets and qualify for Medicaid in the face of terminal illness or disability. Knowing the options available and seeking personalized advice from an elder law attorney can make a significant difference in navigating these challenging circumstances. Establishing a Supplemental Needs Trust can safeguard assets for a disabled child without jeopardizing their eligibility for government benefits. By setting up this trust, parents can ensure that their child's financial future is secure and that they continue to receive the necessary support and care. Personalized advice from an elder law attorney is essential in creating a comprehensive plan for long-term care and asset protection. By consulting with a legal expert specializing in elder law, individuals can develop a tailored strategy that addresses their specific needs and goals, providing peace of mind for the future. Early engagement in elder law planning, including powers of attorney and healthcare proxies, can provide peace of mind and security for the future. By proactively addressing legal and financial matters, individuals can ensure that their wishes are respected and their affairs are managed according to their preferences and values. Resources Britt Burner on LinkedIn Email: bburner@burnerlaw.com Burner Prudenti Law on Website | Facebook | X | LinkedIn | Instagram | YouTube National Academy of Elder Law Attorneys  Stacy Francis on LinkedIn | X(Twitter) Email: stacy@francisfinancial.com

In this episode of The Brand Called You, Attorney Lisa Haster, discussed her journey into estate planning, highlighting the importance of understanding wills and trusts. She emphasized the benefits of trusts in avoiding probate and protecting assets, noting that starting estate planning early is crucial. The conversation covered various aspects of estate planning, such as managing family dynamics, protecting assets from creditors, and ensuring privacy. The legal professional also touched on the complexities of estate planning and advised seeking specialized expertise in this area. About Attorney Lisa Haster Lisa is the founder of the Metropolitan Law Group. She has authored several books including The Ultimate Guide to Protecting Your Family from Uncle Sam, Opportunists, Uncertainty & Probate. Lisa's practice includes Estate Planning, Wealth Planning, Business Succession Planning, Asset Protection, & Special Needs Planning and uncontested probate. --- Support this podcast: https://podcasters.spotify.com/pod/show/tbcy/support

As we start 2024 and think about our goals, resolutions and the future, one thing that may not be on your mind is planning for your kids future when it comes to your will, estate planning, finances and more. But what if you have a special needs child that needs extra help while you're their guardian? Have you thought about what could happen when they become of legal age and you don't have the same rights to help them as you do now. Nicole Kuck is one of those parents, here in Scottsdale. After working as a special education teacher, having her own special news child, she left her job to start Eminent Special Needs Planning, to help other parents like herself prepare for the future.   

As we start 2024 and think about our goals, resolutions and the future, one thing that may not be on your mind is planning for your kids future when it comes to your will, estate planning, finances and more. But what if you have a special needs child that needs extra help while you're their guardian? Have you thought about what could happen when they become of legal age and you don't have the same rights to help them as you do now. Nicole Kuck is one of those parents, here in Scottsdale. After working as a special education teacher, having her own special news child, she left her job to start Eminent Special Needs Planning, to help other parents like herself prepare for the future.   

Elizabeth Raxter is a Certified Elder Law Attorney, having been certified by the National Elder Law Foundation, and recognized by the State Bar of Texas.  Ms. Raxter specializes in Elder Law issues, including Estate Planning, Guardianship, Probate, Real Estate, Long Term Care Planning, Special Needs Planning, and Fiduciary Services.  Ms. Raxter is a certified speaker with Maxwell Leadership and frequently speaks regarding Elder Law issues, advocacy for disabled individuals, and leadership. Ms. Raxter received her Bachelor of Science degree from Texas A&M University and her Juris Doctorate degree from the University of Hawaii.  Ms. Raxter is licensed to practice law in Texas, Arkansas and Hawaii.  Professional Memberships and Accolades State Bar of Texas Hawaii State Bar Association Arkansas Bar Association Certified Elder Law Attorney through National Elder Law Foundation (NELF), Certified Speaker through Maxwell Leadership, 2023 Member of Texas Bar College, Professionalism through Education Serves on the Board of Directors for NELF; Chairman of Special Committee Serves as an Executive Board Member for Community Action for Central Texas Member of National Academy of Elder Law Attorneys (NAELA) Member of Christian Legal Society Member of Beta Sigma Phi, community sorority Member of Central Texas Advocates for Seniors Lions Club Member Voted Senior Resource Guide's Best Elder Law Attorney in 2015 and 2018 Voted Best Attorney in Caldwell County in 2018 - 2023 Voted Elite Elder Law Attorney by peers in 2023 Book Recommendations: The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It by Michael Gerber The 21 Irrefutable Laws of Leadership by John Maxwell How to Win Friends & Influence People by Dale Carnegie The Legend of the Monk and the Merchant: Twelve Keys to Successful Living by Terry Felber WEBSITE: www.tx-elderlaw.com Law Office of Elizabeth Raxter on Facebook eraxter on instagram

Tune in on Monday, 12/18/23, for a brand new episode of The Doctor Whisperer Show featuring Peter Dawson of 831b Foundation. ▪︎ ▪︎ ▪︎ ︎ ABOUT OUR GUEST: Peter's passion is creating, building and helping businesses run successfully. He has spent his career working with business owners and helping them mitigate the numerous risks confronting them in growing and preserving their wealth. He understands that financial wealth is only one aspect of legacy planning. While money is critical, vision and people are necessary in all organizations to realize success. This is summed up largely in stating that a large part of wealth preservation relates to passing the values of the current generation on to successor generations.After graduating from Creighton University School of Law with a Certificate in Business and Tax Planning, Peter entered the financial services industry and has been in the industry ever since. While in the industry he has been: a partner at a boutique independent RIA and private equity firm in Kansas City, served as a regional VP for a mid-sized life insurance company in the Midwest, received a certificate in Special-Needs Planning from The American College in Bryn Mawr, Pennsylvania, and worked with numerous high net worth clients in various industries helping them mitigate tax, financial, and liability risks. Peter has worked with several different private equity groups to secure funding for projects as diverse as a calcium mine in the Dominican Republic, to investing in a cancer protocol, to housing projects. His philosophy is: if we can understand the risks and know how we will make the project work financially then we will invest the time and resources needed to bring the project to fruition. Some of his career highlights: Secured financing for several large multi-family housing projects in the Kansas City Metro. Helped secure funding for an alternative cancer protocol.Facilitated the purchase and sale of numerous businesses and medical practices across the United States. Worked with numerous business owners helping them with asset protection, wealth preservation and growth, avoiding losses and mitigating taxes. Helped increase and protect the wealth of the same business owners exponentially over the practices they were then utilizing. Prior to entering law school he graduated from Utah State University with a degree in Political Science and worked for lobbying firms in Washington D.C. and Salt Lake City, Utah. He currently resides in Santa Clara, Utah, with his wife and three daughters, and is a partner at the law firm Prospera Legal. ▪︎ ▪︎ ▪︎ Thank you to our sponsor, Valley Bank, for supporting the show!⁠#businessofmedicine ⁠#valleybank #hospitality --- Send in a voice message: https://podcasters.spotify.com/pod/show/thedoctorwhisperer/message

Join Justin McNamara, CFP® for a discussion about Special Needs Planning with Joan McGrath, Executive Director of Plan of Massachusetts and Rhode Island. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. Works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees. To schedule a visit with the team at McNamara Financial, be sure to visit: https://mcnamarafinancial.com/contact McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years. COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY. http://mcnamarafinancial.com/

How can special needs planning positively change your family's life when you have a child or children with a disability? It really depends on their needs, so map out the plan for them. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about the basics of special needs planning and available tools. Topics Discussed: • Worst Case Scenario: Unexpected death or disability • FAQs: ◦ Who is going to take care of my child or adult with a disability? ◦ How will they know how to take care of my child with a disability? ◦ Will my child have enough financial support for lifetime care? ◦ How do I save for my child with a disability? • Tools: ◦ Will is a legal document that names a guardian and outlines care needs ◦ Letter of Intent (LOI): Document that outlines key components of care ◦ Special Needs Trust: Direct funds to child's care; get government benefits ◦ Change beneficiary designations to reflect the special needs plan ◦ Communicate plan with identified and designated beneficiaries ◦ Create ABLE account to save for qualified expenses for disabled children Links: Letter of Intent (LOI) Template Contact Finance for Physicians Finance for Physicians

In this episode of Mastering Your Financial Life, Judy Heft interviews Keren Birnbaum, Founding Partner at Birnbaum Lewis, PLLC and Of Counsel at JLC & Associates. For over 10 years, Keren has advised clients on how to protect themselves, their loved ones and their business in the event of death, incapacity or disability. Her practice is concentrated in the areas of Estate Planning, Trust and Estate Administration and Elder Law. Keren provides personalized attentive service to her clients to put them at ease and help them achieve their goals. In 2022, Keren co-founded, with Jaime Lewis, Birnbaum Lewis, PLLC, a boutique law firm focusing in Estate Planning, Probate, Trust Administration, Elder Law, & Special Needs Planning. Tune into the episode to learn about Keren Birnbaum: * When one needs to begin thinking about their estate plan * Common estate planning mistakes * Necessary documents needed in an estate plan Connect with and learn more about Keren Birnbaum: * Connect with Keren on LinkedIn: https://www.linkedin.com/in/keren-g-birnbaum/ * Visit the Birnbaum Lewis website: https://www.birnbaumlewis.com/ * Follow Birbaum Lewis on Instagram: https://www.instagram.com/birnbaumlewis/ * Follow Birbaum Lewis on Facebook: https://www.facebook.com/BirnbaumLewis * Follow Birbaum Lewis on LinkedIn: https://www.linkedin.com/company/birnbaum-lewis/ In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ Visit Judith Heft & Associates' Website: http://www.judithheft.com/ Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Special needs planning is financial planning for individuals with disabilities and health concerns who have to navigate very complex systems, but not many people understand it well. Tune in to learn about what special needs planning is.

“I receive great personal and professional satisfaction from helping families achieve their objectives, protect their assets, and cope during times of family crisis. I am also proud of the fact that we have become one of the most respected Elder Law, Special Needs, and Estate Planning firms in the country. Every day offers me a new opportunity to use my experience and knowledge to help families during difficult times." In this episode of Hilary Topper on Air, Hilary interviews Marie Elena Puma, partner at the Russo Law Group, P.C. Learn how Marie Elena got her start, her areas of concentration, and why she loves working where she does now. About Marie Elena Puma Marie Elena is a Partner of Russo Law Group, P.C. The firm is located in Garden City, Islandia, and Lido Beach, NY. Marie Elena joined the firm in 1991. Her areas of practice include Trust and Estate Administration, Elder Law, Special Needs and Estate Planning, Guardianships, and Real Estate. Marie Elena is a member of the New York State, Nassau and Suffolk County Bar Associations, the Academy of Special Needs Planners, ElderCounsel, and has served as a member of the Executive Committee of the Elder Law Section of the New York State Bar Association (NYSBA) from 2004-2011. She is a former Co-Chair of the Legal Education Committee, former Chair of the Trusts and Estates Administration Committee, former Chair of the Estate Tax Planning Committee, and former Co-Chair of the Trusts and Estates Administration Committee for the New York State Bar Association's Elder Law Section. Marie Elena was also the Chair of the 2010 Annual Meeting for the New York State Bar Association's Elder Law Section. In addition, Marie Elena is a member of the National Academy of Elder Law Attorneys (NAELA). She was a former Chair of NAELA'S Member Relations/Membership Committee, a former Chair of NAELA'S Academic Committee, and continues to be actively involved with NAELA. She also moderates monthly Alzheimer's/Dementia Caregiver Support Groups through the Alzheimer's Disease Resource Center at the firm. In 2010, Marie Elena was nominated to the Board of Directors of NAELA National. She has also served as a member of the Board of Directors of the New York Chapter of NAELA. She earned her law degree at St. John's University School of Law and is admitted to the New York State Bar. About the Russo Law Group, P.C. The Russo Law Group has been serving the Long Island community for more than 35 years. They concentrate their practice on Elder Law, Estate Planning, Special Needs Planning, Trust and Estate Administration, and Real Estate Law. If you are looking for peace of mind, The Russo Law Group is here for you. Their asset protection plan and recommendations on elder law, special needs, and estate planning will protect you and your family. For more information about their services and areas of practice, check out this FREE Planning Guide. The Planning Guides offers information on some of the many Legal and Financial issues that families are facing. It will also provide you with some answers and show you how they can help. Please request their free planning guides and they will send them through email or regular mail or visit www.vjrussolaw.com for more information.

https://www.montefortelaw.com/ 978-657-7437 FREE Seminar: https://www.montefortelaw.com/reports/estate-planning-and-elder-law-seminars-ma.cfm Michael Monteforte Jr. is a MA Elder Law & Estate Planning Attorney who has been providing legal services to the elderly and their families since 1998. He has extensive experience in Elder Law, Estate Planning, Estate and Gift Taxation, Special Needs Planning, Social Security, Medicare and Medicaid Planning, Veterans Benefits, and Long-Term Care Planning. He is a partner of Monteforte Law, located in Easton, MA. Michael Monteforte Jr. has been providing legal services to the elderly and their families since 1998. His extensive experience in Elder Law, Estate Planning, Estate and Gift Taxation, Special Needs Planning, Social Security, Medicare and Medicaid Planning, Veterans Benefits, and Long-Term Care Planning, has enabled him to become a partner of Monteforte Law, located in Easton, MA. Estate planning and elder law are both extremely important legal services, especially in Boston, MA. Michael Monteforte Law PC is a law firm that specializes in providing these services to clients in the Boston area. Estate planning is a type of legal service that allows individuals to plan for their future by taking into account their current financial and family situation. This type of planning involves drafting documents such as wills, trusts, and powers of attorney, which give individuals the power to make decisions about their finances and property after they pass away. Estate planning also ensures that one's assets are distributed according to the wishes of the individual and that the individual's wishes are respected after they pass away. Elder law is another type of legal service that focuses on the needs of elderly individuals. This type of law deals with issues such as long-term care planning, Medicare, and Social Security. Elder law also helps individuals plan for their future by making sure their estate and financial affairs are in order. At Michael Monteforte Law PC, they specialize in both estate planning and elder law. The firm has a team of experienced and knowledgeable lawyers who are dedicated to providing quality legal services to all their clients. The firm is committed to providing the best possible legal advice to individuals in the Boston area, and they strive to ensure that their clients' wishes are respected and their estate plans are properly executed. For those living in the Boston area, it is important to ensure that their estates are properly planned for and that their financial and legal affairs are in order. Michael Monteforte Law PC is an experienced and knowledgeable law firm that can provide the necessary legal services when it comes to estate planning and elder law. With their help, individuals can be sure that their future will be taken care of and that their wishes will be respected. Monteforte Law, P.C.300 TradeCenter, Suite 5640 Woburn, MA 01801 Phone: 978-657-7437 Read their 98+ 5-Star reviews on google here: https://www.google.com/maps?cid=9741103065212685175 Full Episode: https://www.theattorneypost.com/michael-monteforte-talks-boston-ma-elder-law-care-and-estate-planning-in-your-50s/ SPONSORS: https://TheAttorneyPost.com/groove https://NationalERC.org https://RankWith.NEWS

Caring for someone with special needs is not only challenging but often isolating as well. The responsibilities that come with this role are emotionally heavy and offer no real “time off,” so caretakers spend a big part of their lives feeling overwhelmed by the pressures of their everyday lives. These responsibilities are usually for the long haul, and a good deal of the strain that comes with being a caretaker for someone with special needs centers on making the proper long-term preparations. Future housing considerations certainly top that list. When faced with significant challenges, we often research precedent — seeking effective solutions that have been tested and proven by others. But what if no such precedent is available? That's the situation Susan Riggle, our guest on the newest episode of Absolute Trust Talk, found herself in. The mother of twins — one of whom remains unable to say his own name, ask a question, or tie his shoe — Riggle began her journey to find an appropriate and effective housing solution for her special needs son in response to one very poignant question posed by his twin sister: “What's going to happen to Tommy when you're gone?” Unable to provide an appropriate answer, Susan began researching her options. A state employee at the time, she had plenty of contacts to reach out to, but found that nobody had any real answers. And as it turned out, they still don't today. So, believing herself to be part of a small and isolated group of caretakers faced with this situation, Susan attended a conference in Los Angeles and found more than 400 people in attendance — all of whom were in search of the solution to this very same problem. The bonds that were forged during that 2013 meeting — and the networking that resulted — gave rise to Living Unlimited. A nonprofit centered on creating solutions for the lack of special needs housing. As the Co-founder and Vice Chairman of Living Unlimited, Susan has found her journey ever since to be both immensely rewarding and often very demanding. In this episode of Absolute Trust Talk, she'll recount some of the substantial roadblocks she's faced, as well as the often-revolutionary approaches that Living Unlimited has created to provide special needs adults with a comfortable and rewarding housing situation that's capable of extending beyond the lives of their parents. It's a very captivating episode — Susan refers to her time at the helm of Living Unlimited as a “labor of love” while at the same time freely admitting that she's not sure if she would have embarked on her journey had she known just how challenging it would be. In this episode, we're going to discuss: The evolving challenges that make creative solutions to special needs housing so difficult to achieve How Living Unlimited puts its substantial experience to work to create viable special needs housing communities The revolutionary approaches that Living Unlimited has created and executed to solve these unique challenges How the families of special needs adults participate in the program Why Living Unlimited's approach to special needs housing is not only a more comprehensive solution than other options, but also offers more real-world practicality And more. If you're the parent of a special needs child — or are friends or family to someone who is — you likely know all too well about the myriad of difficulties that come with this role. Listen in as Susan provides invaluable insight into how families can solve their special needs housing challenges and explains how this can happen.

Navigating the world as a disabled person is hard enough as it is. When you throw in the complexities of applying, qualifying for, and receiving government aid, something that is supposed to make life easier can have the opposite effect. Enter Connor Kavanaugh, Managing Partner and Special Needs Planner for Palladio Consulting. Despite having no personal connection to anyone disabled, Connor has built his career out of making life easier for those who have it the hardest. Join us for the latest episode of Bourbon with Beagle as we discuss tactics, resources and helpful information and tips on building a solid financial foundation for those who need it most.

Co-hosts Jeff Tomaneng, CFP®, CDFA® and Kathleen Kenealy, CFP®, CPWA® are joined by Alexandria Dunn, CFP®, CTFA, Cynthia Haddad, CFP®, ChSNC®, and John Nadworny, CFP®, CTFA of Affinia Financial Group to discuss their expertise in Special Needs Planning. You'll learn how Alex, Cynthia and John are uniquely qualified to guide families who have a loved one with a disability; how they work with their clients to keep them motivated and engaged in the planning process; how their practice and this type of planning has evolved over the years; and their suggestions for other advisors who are, or are considering, focusing their practices on families in this niche. Please visit SpecialNeedsPlanning.com to learn more about Affinia Financial Group and to access their Knowledge Bank of free, downloadable publications and learning resources. Use the discount code “SNP15” to get 15% off when you buy the 2nd edition of their book, “The Special Needs Planning Guide: How to Prepare for Every Stage of Your Child's Life” from Brooke's Publishing.   

October is Special Needs Awareness Month! Attend one or all four short, complimentary trainings via Zoom each Wednesday in October at 5:30 pm EST with a live Q&A session with Host Annette Hines.  A single registration is required to attend four sessions as each will use the same meeting link. Register for the webinars here: https://bit.ly/SNPlanningWebinars The first episode in this series is about Special Needs Planning. Many people ask: So is estate planning really just about taxes and creating a will? Actually, estate planning is a roadmap to get to a set of goals that you have established and documents help us get there as part of the plan. Everything starts with a will, but it is the least important document you're going to sign. For those with someone with a disability in their life, trusts are going to play a part. What happens when you're no longer able to make decisions or have a say? It's essential that you use proper planning to legalize and affirm your wishes and goals. Learn more on our website: https://specialneeds-law.com/

In this episode of Coffee with Evergreen, Evergreen GaveKal's Tygue Howland, a member of our Business Development Team, is joined by a Partner of Palladio Consulting, Connor Kavanaugh, to discuss financial planning when someone has a child with special needs. Some topics they cover: When meeting new families, what is the process to determine the resources available to individual families? What are the benefits that could be utilized for these families? What is a special needs trust, and when should it be used? As always, thank you for listening! This episode was recorded on October 7, 2022.

Josh Fishkind, CEO of Hope Trust, a PartnersFinancial member firm and platform solution for special needs planning joins the podcast today. We discuss the importance of special needs planning and the resources that Hope Trust provides to advisors, insurance producers, and families. Josh talks through: • 20-25% of Americans say they are providing financial and/or caregiving support for a family member with a major disability. Josh discusses the frequency that he identifies families that have individuals with challenges who require specialized planning. • Strategies the advisors at Hope Trust use to build a “care plan” that works in concert with the “financial plan” already in existence for that individual. • The resources available to you, the advisor, and to the family.

Grow Your Business Grow Your Wealth Podcast Show Notes    The Grow Your Business and Grow Your Wealth podcast with Gary Heldt  Episode 111 Attorney Candance Dellacona   For the last 20 years, Offit Kurman Principal Candace Dellacona has focused her law practice on Estate Planning, Asset Protection Planning, Elder Law, Estate Administration, Special Needs Planning and advocacy.    Ms. Dellacona maintains a robust Elder Law practice in which she advises families whose loved ones require long-term care while protecting their life savings. As an advocate for the elderly, Candace strives to assist her clients in remaining independent for as long as possible and living their remaining years in comfort and dignity.     Ms. Dellacona also works closely with families to navigate the complicated probate and estate administration process to ensure that a loved one's estate is administered efficiently and properly.    Listen to this informative Grow Your Business and Grow Your Wealth. Podcast Episode 111 with Guest Attorney Candace Dellacona on the importance of asset protection.   Here are some of the beneficial topics covered on this week's show: ●     Don't assume a will addresses all your asset protection needs. ●     Why a Will necessitates probate. ●     Common mistakes people make before speaking to an estate planning attorney. ●     Having a difficult conversation about death is essential to protecting your family. ●     Why you should regularly update your documents.       Connect with Guests Name: Website: https://www.offitkurman.com/ Twitter: https://twitter.com/OffitKurmanLaw Instagram: https://www.instagram.com/offit_kurman/ Facebook: https://www.facebook.com/offitkurman LinkedIn: https://www.linkedin.com/company/offit-kurman-p-a- Connect with Gary: Website: sbadvisors.cc/ Facebook: facebook.com/SmallBusinessAdvisors LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/ Learn more about your ad choices. Visit megaphone.fm/adchoices

When planning for the ongoing needs of a special needs child or relative, there's quite an array of considerations that have to be made — some foreseen, some not. It's about far more than just paperwork — no two families are alike regarding their financial situation, the vision they hold for the future of their special needs child, or even the unique care requirements of that child.  These families do, however, tend to share one common purpose: that the parents are doing their best to replace themselves in the future when they're no longer around. After all, despite our best efforts, none of us live forever. If this is a scenario that's in your future — or perhaps the future of someone you know — you probably already appreciate how easy it is to be overwhelmed by the process. And if there wasn't already enough complexity to deal with in terms of insurance, benefits, caregiving, education, etc., special needs care planning also carries an additional challenge you won't find when planning for the care of an elderly parent or relative — it can often be for the long term, as “special needs” isn't necessarily synonymous with a shorter life span. To bring special needs care planning into sharper focus, we are thrilled to be speaking with Ann Koerner, CEO, and Founder of National Care Advisors, in a new episode of Absolute Trust Talk. Since 2008, they've provided consulting services for special needs families, attorneys, financial planners, and trustees who support individuals with complex care needs. As a result of her work with many national corporations, Ann possesses extensive business knowledge of case management, utilization review, third-party payers, workers' compensation, private insurance companies, and government resources. In addition to her special needs expertise, Ann holds a degree in nursing from Russell Sage College. She began her nursing practice as a public health nurse in New York and later with the City of Columbus Health Department. Ann will be talking about the challenges that lie ahead for family members, including parents, siblings, and other relatives, when planning for the future of someone with special care needs. There's a lot to consider, from financial planning to living accommodations and day-to-day care. In this episode, we're going to discuss: The most common scenarios that prompt a family to seek specialized outside help with special needs care planning How parents' initial assumptions when planning are often unrealistic The role that siblings usually prefer to play in special needs care planning Why failing to seek qualified outside help to save money often has the opposite effect The various ways that National Care Advisors can help families navigate the Special Needs Care Planning process And more. Whether special needs care planning is in your future, or you're already mid-process and experiencing more than a bit of frustration, this episode will put this often-complex planning in a clearer light. It will also raise questions you probably haven't even considered, so let's get started!

Samah (“Sam”) T. Abukhodeir was born and raised in Lake Wales, Florida. She has taught Probate, Guardianship, and Estate Planning in the Medical-Legal Guardianship Clinic at Florida International University College of Law. Additionally, she currently teaches Epistemology at the Honors College at Florida International University. Ms. Abukhodeir practices in the areas of Estates, Trusts, Guardianships, Estate Planning, Special Needs Planning, Elder Law, and Family Law. Ms. Abukhodeir is fluent in English and Arabic. Linkedin: https://www.linkedin.com/in/samah-t-abukhodeir-43167256/ The Florida Probate & Family Law Firm: https://floridaprobateandfamilylaw.com/ Learn more about EmotionTrac and our AI-driven Emotional Intelligence Platform: https://emotiontrac.com/calendly/ https://legal.emotiontrac.com/

How can special needs planning positively change your family's life when you have a child or children with a disability? It really depends on their needs, so map out the plan for them. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about the basics of special needs planning and available tools. Topics Discussed: • Worst Case Scenario: Unexpected death or disability • FAQs: ◦ Who is going to take care of my child or adult with a disability? ◦ How will they know how to take care of my child with a disability? ◦ Will my child have enough financial support for lifetime care? ◦ How do I save for my child with a disability? • Tools: ◦ Will is a legal document that names a guardian and outlines care needs ◦ Letter of Intent (LOI): Document that outlines key components of care ◦ Special Needs Trust: Direct funds to child's care; get government benefits ◦ Change beneficiary designations to reflect the special needs plan ◦ Communicate plan with identified and designated beneficiaries ◦ Create ABLE account to save for qualified expenses for disabled children LINKS: www.WrenneFinancial.com

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk to Kenneth Piercey, a Trust attorney specializing in proper estate planning, estate tax elimination, asset protection, special needs planning, probate, and Medicaid. They talk about special needs planning, the benefits of setting up a third-party special needs trust, and how to avoid the scary possibility of guardianship. [01:24] Getting to Know Kenneth Piercy [04:33] Understanding Special Needs Planning [07:23] The Relative Risk of Divorce For Parents of Children With Special Needs [08:42] How Special Needs Planning Has Evolved Over the Past Decade [13:40] The Benefits of Working With a Special Needs Expert [18:00] The First Step When Setting Up a Special Needs Plan [20:27] How Often Should You Review a Special Needs Plan? [21:48] The Ever-Evolving Duty of a Trust Protector [24:37] The Biggest Mistake People Make with Special Needs Planning [27:00] Why You Need an Experienced Estate Planning Attorney [31:43] First-Party Versus Third-Party Special Needs Trusts [35:00] The Benefits of Setting Up a Third-Party Special Needs Trust [37:53] The Best Times to Get an Asset Manager [43:20] Ken's Advice to People Yet to Set Up a Special Needs Trust [45:40] Elder Law and Estate Planning [50:26] Avoiding the Scary Possibility of Guardianship [52:40] Parting Thoughts Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. Follow Us At: Website: https://retirementlifestyleshow.com/ https://www.retirewithroshan.com https://youtu.be/hKVzI87v0tA https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #BAM #BusinessAsMission #ImpactInvesting All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.

Description:  The MCEC webinar team has a great conversation with Natalie Mack, experienced homeschool mom and HSLDA's Military Outreach Coordinator, about resources to help military families make the most out of homeschooling. This podcast was made possible thanks to the generous support of the Eielson Spouses Club. https://eielsonspousesclub.com/   Homeschool Resources for Military families https://hslda.org/community/resources-for-military-families Tracking Your Child's Education: https://militarybenefits.info/homeschooling-military-child/   Special Needs: Planning, Evaluating and Recordkeeping:  https://hslda.org/teaching-my-kids/special-needs/planning-evaluating-and-recordkeeping     MCEC's Homeschooling Basics for Military Families new to homeschooling https://us02web.zoom.us/webinar/register/WN_eGHnscc6SZWMfNzFBAZ3tg   Bio: Natalie Mack is an author, speaker, and veteran home educator with over twenty-one years of experience providing leadership and service to military homeschooling families. She is known for her words of encouragement and being a staunch advocate for homeschooling families, particularly during the journey from high school to college. She is a mom of five children: three college graduates, one college sophomore and a 9th grader. Natalie is the spouse of a recently retired Navy Chaplain and enjoyed serving alongside him during his 34 years of active-duty military service. ​          Natalie currently serves as President of Belvoir Home Educators, a large, active, military homeschool support group in Northern Virginia. In 2020, she became an HSLDA High School Educational Consultant and has served as the Military Outreach Coordinator for HSLDA since 2021. In this role she provides educational consultation to military members, speaks at homeschooling conferences and hosts military homeschooling Facebook live events and webinars. Natalie has authored several articles about homeschooling and is currently working on two books, “100 Tips for Homeschoolers” and “Homeschooling on the Move: Military Style”. She can be contacted at military@hslda.org or Natalie-Mack.com​ ​

For parents and grandparents of children with a disability, planning for their needs can often be frustrating and overwhelming. On today's episode, Jeff welcomes special guests attorneys Heather Nadler and Laura Akins Smith from Nadler Biernath LLC Special Needs and Elder Law.   Under the umbrella of estate planning falls a specialty called special needs planning. Heather and Laura talk through some of the complexities of long-term planning for children who have special needs. They explain some benefits that may be available before the age of 18 as well as benefits like Social Security and Medicaid. Their firm encourages and helps families to develop a Life Care Plan - to put all that is in the caregiver's head onto paper. 

Listen to the latest edition of The Wealth Planning Podcast hosted by UBS Wealth Planning Strategist, Erik Seeney. In this episode, we hear from David Rosenthal, Wealth Planning Strategist, UBS and Dawn Rodgers Vice President, Comerica Advisor Solutions, who share strategies for advisor and families interested in Special Needs Planning.

Listen to the latest edition of The Wealth Planning Podcast hosted by UBS Wealth Planning Strategist, Erik Seeney. In this episode, we hear from David Rosenthal, Wealth Planning Strategist, UBS and Dawn Rodgers Vice President, Comerica Advisor Solutions, who share strategies for advisor and families interested in Special Needs Planning.

Meg Muldoon from Penn Mutual, joins the podcast to talk about the importance of special needs planning. Episode Take-aways: • How to start a conversation with your clients about special needs planning • Balancing government benefits with the overall financial plan • Specific language to use when working with a family that has a child with special needs

lanning for your future with Mito… a workshop for parents & adult patients Monthly International Teleconference Outreach “It feels like each day is all I can handle – how can I possibly plan for the future??” Living every day with mitochondrial disease as an adult patient or a parent caring for an affected child can be completely consuming and overwhelming. Many of us forget or put off thinking about the future, especially when the future feels so uncertain. Jack Raycroft joins MitoAction with a compassionate perspective on simple steps you can take today to help ensure that your family’s future is more secure, giving us a little more peace of mind while we continue to live for today with Mito. Each month, MitoAction holds a toll-free, international teleconference to address topics important to the Mito community. Join us to discuss “LIVING TODAY WITH MITO & PLANNING FOR THE FUTURE” with guest speaker Jack Raycroft from Baystate Financial Services. About the Speaker John “Jack” Raycroft is a financial planner at Baystate Financial Services and a MetDESK Specialist with MetLife’s Division of Estate Planning for Special Kids. He works exclusively with families who have a dependent with special needs. Through workshops and consultations, Jack educates families (and the organizations that support them) on the issues critical to successful special needs planning. His work helps families prepare for the future and the time when they will not be present, or able, to care for their themselves or their children. He educates them on what they can do today and tomorrow to make their future more secure. Jack speaks publicly throughout Massachusetts, New Hampshire and Rhode Island on the subject of special needs planning. He has presented at multiple organizations including The National Downs Syndrome Congress and LADDERS at Massachusetts General Hospital for Children. Additionally, Jack serves as the Adjunct Planned Giving Director of maaps(Massachusetts Association of Approved Private Schools), a network of over 100 schools/programs serving all populations of the special needs pre-22 community. Jack provides charitable planning services to these schools upon request. Jack is a parent of a child with special needs and he volunteers his time for the North Shore Arc, the Special Olympics and The Independent Living Center of the North Shore.

With the publicity of Britney Spears' now-terminated conservatorship and the #FreeBritney movement, how guardianship arrangements work across the U.S. is an increasingly hot topic, prompting nationwide discussions about the value and potential problems within guardianship proceedings. What may be surprising is that Britney Spears is not the first celebrity to be put into a conservatorship or guardianship. In this episode, we'll overview guardianship laws across the country, then discuss six celebrities who've been in these situations before or still are today: Nichelle Nichols, Casey Kasem, Mikey Rooney, Brian Wilson, Bam Margera, and Amanda Bynes.Twitter: @JasminpigemojiInstagram: @JasminheartemojiInformation referenced in this episode came from the following sources:General info on guardianships:“The Use of Conservatorships and Adult Guardianships and Other Options in the Care of the Mentally Ill in the United States”Briefs on conservatorship exploitation from The Nation Center for State Courts“A 50-State Review of Guardianship Laws: Specific Concerns for Special Needs Planning” from the Journal of Financial Service ProfessionalsMap showing conservatees' rights to representation across the U.S.State Adult Guardian Legislation Summary: Directions of Reform - 2018 (americanbar.org)The Guardians documentary, available on Amazon VideoBritney Spears June 2021 court testimonyNichelle Nichols conservatorship-“Inside the heartbreaking conservatorship battle of a ‘Star Trek' legend” by The LA Times“Man faces legal hurdles to restore rights after guardianship” by ABC Action NewsRemote deposition of BJ Hawkins“Fawcette Says Nichelle's Son Was Estranged for Years; Attempted to Escape from Nursing Home”“Nichelle's Own Words”“Friends of Star Trek Actress Nichelle Nichols, 86, React to Video of Her Screaming”Casey Kasem- Statement from Kasemcares.org“Casey Kasem News Kids Kerri Kasem Family Friends Peacefully Protest Jean Kasem Battle”“Casey Kasem's kids: We just want to see our dad”“Casey Kasem missing: Is wife hiding him?”“Two sides of Casey Kasem's family blamed each other for the radio legend's death”“Bitter Blood: Kasem vs. Kasem” podcast on AudibleMickey Rooney-“Tears and Terror: The Disturbing Final Years of Mickey Rooney” by The Hollywood ReporterMickey Rooney's testimony on conservatorship abuseBrian Wilson-“Beach Boy Wilson sues former conservator” by VarietyWilson V. LandyBam Margera- Bam's complaint against creators of JackassApparent “wellness agreement” signed by Bam MargeraAmanda Bynes- “Amanda Bynes's breakdown: A timeline” by Entertainment Weekly

Getting married again after a divorce or the death of your spouse can have a lot of mixed emotions, one of which feels like a fresh start. But it's important to consider how joining your life with someone else may impact your future, especially your estate plan. So, what do people entering a second marriage need to know when it comes to planning for the future? About the Interview In this episode of Hilary Topper on Air, Hilary speaks with Deanna Eble, Partner of Russo Law Group, P.C., Long Island's Signature Elder Law, Special Needs, and Estate Planning Law Firm. Hear Deanna discuss the main factors people getting married for a second time need to know when planning for the future. Learn about a variety of estate planning for second marriages options including prenuptial agreements, inheritance, and more! About Deanna Eble Deanna is a Partner at Russo Law Group, P.C. of Garden City, Islandia, Lido Beach, and Manhattan, New York. She focuses on Elder Law, Estate Planning, Special Needs Planning, and Medicaid Planning, and has practiced in these areas for more than fifteen years. Deanna is a member of the New York State Bar Association, Nassau County Bar Association, Nassau County Women's Bar Association, Elder Counsel, and is admitted to the New York Bar. She earned her law degree at Hofstra University School of Law. Deanna frequently presents seminars on Elder Law and Estate Planning throughout Nassau and Suffolk counties. As an attorney, Deanna has helped hundreds of families with all levels of planning. She assists families interested in planning in advance for the possibility of incapacity, the need for long-term care, and estate planning for second marriages. She also helps families in crisis situations—when they have been told that a loved one must enter a nursing home soon or has already been placed in one, and they need to obtain assistance from Medicaid quickly. About the Russo Law Group Russo Law Group, P.C. is dedicated to providing peace of mind to you and your family. Their team of elder law attorneys, estate planning attorneys and special needs (disability) attorneys have experience in helping people with their problems. They promise to answer any question with a straight answer. Once they meet with you, they will be able to assist you. For more information about Deanna, estate planning for second marriages, and the Russo Law Group visit https://www.vjrussolaw.com/.

Financial planning needs to be more inclusive and my guest today, Kim Wren does exactly just that. On her personal journey of financial planning, she quickly realized how much of a need there is for sustainable and practical financial planning for so many underserved communities. She focused on minority investors at the start of her career, and quickly pivoted to helping clients with special needs get their financial planning on track. Kim is the embodiment that everyone deserves the space to be financially stable and healthy. Her work empowers people from many communities to break down the glass ceiling and create a financially free future. In this episode, we talk about:- Kim's journey from being a middle school music teacher to a financial planner- The specifics of financial planning for people with special needs- A break down of why financial planning needs to be more inclusiveand so much more!You can find Kim here:Linked In: https://www.linkedin.com/in/kimtalkswealth/Facebook: https://www.facebook.com/kimtalkswealthWebsite: https://bergerwealthservices.rwbaird.com/

Erik J. Olson talked to Samah Abukhodeir, the Managing Partner at The Florida Probate & Family Law Firm. Her career started as a judicial intern for the Honorable Marisa Tinkler Mendez and the Honorable Maria M. Korvick, both Circuit Court judges in Miami-Dade, Florida. After law school, she returned to the 11th Judicial Circuit Court of Florida as a staff attorney/case manager for Judge Korvick. She practices in the areas of Estates, Trusts, Guardianships, Estate Planning, Special Needs Planning, Elder Law, and Family Law. Learn from her expertise and what trends are helping grow her firm on this episode of The Managing Partners Podcast! —- Array Digital provides bold marketing that helps managing partners grow their law firms. arraylaw.com Follow us on Instagram: @array.digital Follow us on Twitter: @thisisarray Call us for a FREE digital marketing review: 757-333-3021 SUBSCRIBE to The Managing Partners Podcast for conversations with the nation's top attorneys.

Website: elizabethjlarson.com | Phone: (248) 722-7823 Email: elizabeth.larson@lpl.com | Twitter: @EJLarson4 FB: @elizabethlarsonj YouTube: https://www.youtube.com/channel/UCvrM4rO-DKK_cSKcgtTOiZQ?view_as=subscriber Elizabeth Larson is a Financial Consultant with a unique approach to helping families. She does "Values-Based Planning". This means she is interested in understanding what a goal means to someone. Not just what the goal is. Taking the extra time to understand the "why" helps both her and her clients have a much more meaningful engagement. Elizabeth is no stranger to the disability community. She is the 4th child of 13 in her family. This includes four sisters with Down Syndrome. The special place Down Syndrome has in her heart is readily apparent. She is very active with GiGi's Playhouse - going so far as rappelling down a 26-story building to raise money! Elizabeth doesn't try to be everything to everybody. In my opinion this one of her strengths. She is fantastic at helping individuals and couples really understand what matters. Elizabeth fosters conversations most of us avoid or take for granted. By focusing on this, and holding her clients accountable, she plays to her strengths. Another strength she has is her network of professionals. Elizabeth recognizes she cannot be an "expert" in everything. However, she is familiar enough to know what is needed and which professional to connect with. This is an important skill for any professional, but especially for someone helping families plan their financial future. Elizabeth is a member of the Academy of Special Needs Planners. This gives her access to some of the best special needs attorneys in the country. During our conversation, she recommends families use this resource to find an attorney or get their questions answered. Here is a link: https://specialneedsanswers.com/. To paraphrase - "let the professionals do the heavy lifting so the families can do the living". As an Amazon Associate, I earn commissions from qualifying purchases. For more information about True North Disability Planning you can find us here: Web: https://truenorthdisabilityplanning.com/ Blog - https://ejorgensenwordpresscom.wordpress.com Podcast (ABC's of Disability Planning) - https://anchor.fm/abcs-disability-planning Waypoints - https://waypoints.substack.com/ Facebook: @TrueNorthDisabilityPlanning Twitter: @NeedsNavigator Resource store (free downloads too) - https://www.teacherspayteachers.com/Store/True-North-Disability-Planning --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/abcs-disability-planning/message

Guest Interview - Andrew Komarow - autistic adviser - 0:30-25:30How Andrew came to start the firm.The extra aspects of working with autistic or special-needs families as an adviser.Hiring to work with that client base.What bias looks like from an autistic adviser's perspective.Working with the autistic community as an outsider.Guest Interview - Kevin Keller - CFP Board - 26:30-53:15Turning the CFP into the standard.Changing age mix in the CFP world and the pandemic effect.Are there too many designations?How do we clean this up?Trends in the profession and industry — hiring at the big firms, the holistic approach.The questions over the right fee-based model.Submit to the Adviser Podcast Awards here!  https://marketing.ficommpartners.com/advisor-podcast-awardsGuest BiosAndrew Komarow understands the difficulty and stigma that many individuals with special needs face. Having received his autism spectrum disorder diagnosis as an adult, many questions about the struggles he had growing up, and as a young adult, were answered. Through this experience, Andrew knew that he wanted to do something to work with the special needs community to provide answers and security in the financial world.Andrew is the Founder of Planning Across the Spectrum and specializes in helping any self-advocating client or family with autism and intellectual disabilities.Kevin Keller  is Chief Executive Officer of CFP Board, the professional body for personal financial planners in the U.S. Under his leadership, CFP Board is pursuing ambitious goals to:Growing Awareness of CFP certification as the recognized standard for competent and ethical financial planners and of financial planning as an attractive career choice;Expand Access to competent and ethical financial planning by increasing the number and diversity of CFP professionals and delivery of pro bono financial advice to underserved communities;Assure Accountability by holding CFP professionals to rigorous standards, recognition of financial planning as a profession, and effective oversight of financial planners;Serve as the respected Authority for the profession by setting standards, certifying financial planners and by advancing the Center for Financial Planning.

In this episode of Saving With Steve, host Steve Sexton is joined by Louis Pierro, the founder and principal of Pierro, Connor & Strauss, LLC, who concentrates his law practice in the areas of Estate Planning, Estate and Trust Administration, Business Succession Planning, Elder Law, and Special Needs Planning, and Richard Wheeler, the President of Mido Lotto, who has 20+ years of lottery, BD, and operating experience with multi-national companies and government agencies.   My first guest today, Louis Pierro, is the Founder and principal of Pierro, Connor & Strauss, LLC, a Law firm with a mission to empower their clients to achieve their goals, protect their families, and navigate through the complex problems encountered by each generation. He joins us today to discuss estate planning during the pandemic, what estate planning documents the average person needs, and the biggest estate planning mistakes.   Did you know one billion dollars in lottery winnings go unclaimed each year in the U.S.? Mega Millions is over $125MM, and Powerball is up over $220 MM. The lottery business is changing, especially the way you go about getting buying your lottery tickets.    My second guest, Richard Wheeler, is a lottery expert and the President of Mido Lotto, a company with a mission to increase good cause contributions by bringing lottery into the mobile, social, and physical distancing age. He joins us today to discuss the upcoming historic jackpot and his company's new smartphone app that allows players to safely order lottery tickets from the comfort of their own home.   Learn more about the show at www.SavingWithSteve.us

Josh Jalinski, The Financial Quarterback is joined by Louis W Pierro, founder, and principal of Pierro, Connor & Strauss, LLC. Louis's law, practices in the areas of Estate Planning, Estate and Trust Administration, Business Succession Planning, Elder Law and Special Needs Planning. Mr. Pierro has been selected to the Best Lawyers in America, The Best Lawyers in New York, Super Lawyers of the Hudson Valley, Top 25 Lawyers in Upstate New York, NY Times Top Attorneys in NY, and he was selected by his peers as “2018 Lawyer of the Year” for Elder Law in New York's Capital Region. In this segment, Josh and Louis talk about the corporate tax rate increase and whether President Biden should extend the QBI (Qualify Business Income Deduction) to ALL small businesses. Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.

Josh Jalinski, The Financial Quarterback is joined by Louis W Pierro, founder, and principal of Pierro, Connor & Strauss, LLC. Louis's law, practices in the areas of Estate Planning, Estate and Trust Administration, Business Succession Planning, Elder Law and Special Needs Planning. Mr. Pierro has been selected to the Best Lawyers in America, The Best Lawyers in New York, Super Lawyers of the Hudson Valley, Top 25 Lawyers in Upstate New York, NY Times Top Attorneys in NY, and he was selected by his peers as “2018 Lawyer of the Year” for Elder Law in New York's Capital Region. In this segment, Louis describes the fundamentals of estate planning including some helpful advice for married couples. Don't miss it! Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.

Josh Jalinski, The Financial Quarterback is joined by Louis W Pierro, founder, and principal of Pierro, Connor & Strauss, LLC. Louis's law, practices in the areas of Estate Planning, Estate and Trust Administration, Business Succession Planning, Elder Law and Special Needs Planning. Mr. Pierro has been selected to the Best Lawyers in America, The Best Lawyers in New York, Super Lawyers of the Hudson Valley, Top 25 Lawyers in Upstate New York, NY Times Top Attorneys in NY, and he was selected by his peers as “2018 Lawyer of the Year” for Elder Law in New York's Capital Region. In this segment, Josh's guest; Louis W Pierro provides a background on the estate tax exemption, the reductions, and why it's being indexed for inflation. Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.

Josh Jalinski, The Financial Quarterback is joined by Louis W Pierro, founder, and principal of Pierro, Connor & Strauss, LLC. Louis's law, practices in the areas of Estate Planning, Estate and Trust Administration, Business Succession Planning, Elder Law and Special Needs Planning. Mr. Pierro has been selected to the Best Lawyers in America, The Best Lawyers in New York, Super Lawyers of the Hudson Valley, Top 25 Lawyers in Upstate New York, NY Times Top Attorneys in NY, and he was selected by his peers as “2018 Lawyer of the Year” for Elder Law in New York's Capital Region. In this segment, Josh and Louis discuss the coming income tax increase and a new tax law called the "secure act". Listen to this segment to find out how you should consider structuring IRAs because of the looming income tax increases. Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.

On this weeks on Financial Planning: Explained, host Michael Menninger, CFP sits down with Steve Potts, Esq. of Herr Potts & Potts. Steve and Michael discuss Special Needs Planning as it relates to Estate Planning. Topics covered range from potential government benefits to setting up trusts for people with special needs.

Phillip Clark is the Founder & President of ENABLE Special Needs Planning, LLC. He created ENABLE thanks to the positive influence of his younger sister, Sarah, who has Down syndrome. Phillip began his career in the financial services industry with the intention of helping families with children with Special Needs Plan for their futures. He quickly realized that the industry's standard approach to Special Needs Planning was very different from the way his family had planned for his sister's life. Traditional Special Needs Planning only helps families prepare for what will happen to their child when the parents are no longer around to provide for him or her. While creating a transition plan is absolutely essential, Phillip knew that the primary purpose of Special Needs Planning should be finding ways for individuals with special needs to live purposeful, impactful lives every day, based upon their own unique abilities, dreams, and goals. Phillip and I talk about his business and the 5 types of planning he and his team help facilitate and the importance of networking and collaborating with other businesses serving similar clients in different ways. If you serve clients with special needs, you are going to want to tune into this episode. Resources: ENABLE: https://enablesnp.com/ Twitter: https://twitter.com/ENABLEsnp/ Instagram: https://www.instagram.com/ENABLEsnp/ Facebook: https://www.facebook.com/enablesnp/ To gain access to a Free Copy of The Quick Start Guide to Special Needs Planning visit their Facebook Page Book Mentioned: Start with Why by Simon Sinek