Webinar Replay: Financial Planning for Families with Special Needs

How much money should a family leave to their special needs child when considering the estate planning process?

Hear from the founders of Special Needs Map, Caleb and Brendan Harty, as well as the VP of Community at Asset-Map, Alison Susko, as they discussed the importance of doing proper special needs estate planning for your clients.

They’ll also covered:

• The components that go into estimating an estate planning figure, such as housing, care costs, and government benefits

• How to answer the question of “how much” when planning for an individual with special needs

• Ways to protect government benefits, such as trusts and ABLE accounts