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In part two, Tim Scannell covers another major topic under advanced planning: asset protection. He discusses how children or grandchildren with special needs can be supported by their families without experiencing an interrupting in the benefits they receive.  

In this episode, you’ll learn:

• What is involved in wealth protection for special-needs beneficiaries
• Solutions to prevent special-needs beneficiaries from losing their support services
• Useful tools to help families who are concerned that their children might make poor financial decisions
• And more!

Tune in to discover what financial solutions are available for families with special-needs wealth beneficiaries.  

Resources:  HighTower Great Lakes | Episode 12: Advanced Planning Part 1: Preparing Beneficiaries and Prenuptial Agreements

 

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Change is inevitable and the way we deal with it can have a far-reaching impact on our lives. According to Tim Scannell, this is where advanced planning comes in.

In part one of his mini-series, Tim discusses how advanced planning can help prevent future problems that usually arise from four tough situations. Tim offers guidelines in today’s episode to help you handle two of these scenarios: preparing beneficiaries who have special needs and navigating prenuptial agreements.

In this episode, you’ll learn:

• The meaning of advanced planning
• Why it’s important to gather information in the advanced-planning process
• About the three essential pieces of an estate plan
• How Tim and team help protect beneficiaries who have special needs
• Why prenuptial agreements are an unpopular but crucial area of advanced planning
• The true meaning and purpose of a prenuptial agreement
• And more!

Join Tim now and learn how to live greater today and prepare for life’s big changes!

Resources:  HighTower Great Lakes