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Ep. 14 - The Financial Guardian: Building a Special Needs Trust with Lisa Cohen
Manage episode 419413801 series 3563330
Inhalt bereitgestellt von Stephani Niblock. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Stephani Niblock oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
Those who care for loved ones with special needs are amazing heroes! Learn from Lisa A. Cohen, CEO of Visible National Trust, as we dive deep into the world of special needs estate planning. If you've ever wondered about setting up a special needs trust, this episode is a goldmine of information. Lisa brings her personal and professional expertise to the table, explaining the ins and outs of special needs trusts, their importance for families with disabled or special needs members, and how they differ from other financial instruments. She clarifies the process, breaking down the roles and responsibilities involved, and addresses common misconceptions about costs and legal requirements.
Discover how to navigate the complexities of special needs trusts with ease, and learn why delaying setting one up might not be the best idea. Lisa's heartfelt advice and clear explanations provide a roadmap for ensuring financial security and peace of mind for those caring for loved ones with disabilities. Whether you're a parent, guardian, or advocate, this episode of 'Be Your Money Hero Podcast' is an essential guide to empowering yourself with knowledge and taking proactive steps towards a secure future. Links/Resources:
- Visible National Trust: visiblenationaltrust.com
- Stephani’s contact information and social links: https://dot.cards/beyourmoneyhero
- Get Stephani’s book "Be Your Money Hero": https://a.co/d/ems5buV
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