Josh Fishkind, CEO of Hope Trust, a PartnersFinancial member firm and platform solution for special needs planning joins the podcast today. We discuss the importance of special needs planning and the resources that Hope Trust provides to advisors, insurance producers, and families. Josh talks through:

• 20-25% of Americans say they are providing financial and/or caregiving support for a family member with a major disability. Josh discusses the frequency that he identifies families that have individuals with challenges who require specialized planning.

• Strategies the advisors at Hope Trust use to build a “care plan” that works in concert with the “financial plan” already in existence for that individual.

• The resources available to you, the advisor, and to the family.