100. Special Needs Planning: Legal and Financial Considerations for Families
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100. Special Needs Planning: Legal and Financial Considerations for Families
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For this weeks conversation, Hosts Meghan (Smallwood) and Patrick (Cadigan) discuss special needs planning. They emphasize the importance of updating wills, highlight the complexities of Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI). They also cover some of the basic differences between special needs trusts and ABLE accounts, stressing that both are essential for financial protection. They also review the concept of a letter of intent, a comprehensive document outlining essential information about an individual with special needs, to ensure smooth transitions and continuity of care. Join the conversation!
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Intro/Outro music by AudioCoffee from Pixabay.
Transition music by Joseph McDade from Transistor.