106. Special Needs Financial Planning with Betsy Larson Pt. 2
Hosts Meghan (Smallwood) and Patrick (Cadigan) continue their discussion with special needs financial planner Betsy Larson. This weeks discussion focuses on views on guardianship and emphasizing the need for individualized approaches. Betsy stresses the importance of the letter of intent, which includes financial, medical, and personal details, to ease transitions. Betsy also highlights the role of corporate trustees in managing trusts and the necessity of updating estate plans. This and a lot more! Join the conversation! Episode Keywords: Special needs, financial planning, guardianship, letter of intent, transition process, tax management, supported decision making, estate planning, ABLE account, Medicaid, SSI, SSDI, corporate trustee, housing options, emotional support. Links: Special Needs Advanced Planning (link (https://www.elizabethjlarson.com/) ) YouTube Channel (link ( / elizabethlarson ) ) Podshare - Six Pillars of Financial Planning (link (https://www.p2transition.com/1997915/...) ) Ep. 70 ABLE Accounts vs Special Needs Trust (link (https://bit.ly/4er48Wa) ) Ep. 92 Interview: Kelly Nelson & Understanding ABLE Accounts (link (https://www.p2transition.com/1997915/...) ) Send Us Questions or Comments (https://www.buzzsprout.com/1997915/fa...) Support the show (https://buymeacoffee.com/p2transition) To download a copy of a transcript for this episode or any of our previous conversations, click here (https://bit.ly/3CPT9pg) . Also visit our Podcast webpage to find links to all of our other discussions; go to www.p2transition.com (https://www.p2transition.com/) . Additional information about post-secondary transition can be found at our website (https://bit.ly/3Bo9YTB) . The Post-Secondary Transition Podcast Facebook page ( / p2transition ) . Visit our YouTube Channel (https://bit.ly/3u5eXoR) to find additional video resources. Intro/Outro and Ad Music by Oleksandr Stepanov (https://pixabay.com/users/penguinmusi...) & AudioCoffee (https://www.audiocoffee.net/) from Pixabay (https://pixabay.com/music/?utm_source...) . Transition music by Joseph McDade from Transistor (https://transistor.fm/free-podcast-in...) .
107. Special Needs Financial Planning with Betsy Larson_Full Discussion
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