Episode 13 – Advanced Planning Part 2: Asset Protection for Special-Needs Beneficiaries

By thewealthstreampodcast | July 24, 2019

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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