<p>Carolyn Bare is the founder and CEO of Trust Matters Financial, a financial advisory focused on investment management and wealth transfer for special needs heirs. We sat down with Carolyn to discuss tax-efficient estate planning strategies, and how advisors can use them to better serve clients with special needs scenarios.</p>

Carolyn Bare is the founder and CEO of Trust Matters Financial, a financial advisory focused on investment management and wealth transfer for special needs heirs. We sat down with Carolyn to discuss tax-efficient estate planning strategies, and how advisors can use them to better serve clients with special needs scenarios.

Episode 167 Carolyn Bare: Legacy Planning for Disabled Heirs

The Financial Advisor landscape is changing in a big way and Advisors need to find new ways to gain and retain clients. Hosted by Derek Schwartz of CION Investments, the Advisor Lab is meant to help Financial Advisors gain insight and inspiration from successful thought leaders across fields and industries. We're helping Advisors get out of their own head by providing strategic & tactical advice from others who've built successful businesses through innovative marketing and communications. New episode dropping every two weeks. Look for us on iTunes, Spotify, or wherever you get your podcasts.

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The Financial Advisor landscape is changing in a big way and Advisors need to find new ways to gain and retain clients. Hosted by Derek Schwartz of CION Investments, the Advisor Lab is meant to help Financial Advisors gain insight and inspiration from successful thought leaders across fields and industries. We're helping Advisors get out of their own head by providing strategic &amp; tactical advice from others who've built successful businesses through innovative marketing and communications. New episode dropping every two weeks. Look for us on iTunes, Spotify, or wherever you get your podcasts.

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Episode 167 Carolyn Bare: Legacy Planning for Disabled Heirs

Episode 167 Carolyn Bare: Legacy Planning for Disabled Heirs

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