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The Main Street Code - Special Needs Trusts Explained - S5E27
Welcome to "The Main Street Code for Financial Success", hosted by Neil Himmelstein!
In today's episode, we dive into the critical topic of Special Needs Trusts. We discuss why these trusts are essential for families with disabled dependents, the potential pitfalls of not having one, and how to properly set them up. We break down the importance of collaborating with an estate attorney and a financial planner to safeguard government benefits and ensure the financial well-being of your loved ones.
Tune in every Friday at 3 PM EST on 103.9 L.I. News Radio for "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.
Catch our episodes on YouTube, Spotify & Apple Podcasts and visit www.themainstreetcode.com for more insights.
View all episodes
By Neil HimmelsteinWelcome to "The Main Street Code for Financial Success", hosted by Neil Himmelstein!
In today's episode, we dive into the critical topic of Special Needs Trusts. We discuss why these trusts are essential for families with disabled dependents, the potential pitfalls of not having one, and how to properly set them up. We break down the importance of collaborating with an estate attorney and a financial planner to safeguard government benefits and ensure the financial well-being of your loved ones.
Tune in every Friday at 3 PM EST on 103.9 L.I. News Radio for "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.
Catch our episodes on YouTube, Spotify & Apple Podcasts and visit www.themainstreetcode.com for more insights.