We have teamed up with local attorneys, medical professionals, and advisors to create a new special needs planning podcast. This podcast focuses on planning financially and legally for a loved one with special needs. Our first episode is available now! Please see below for more information about upcoming episodes, topics, and guest speakers.
EPISODE ONE - COMMON ERRORS IN SPECIAL NEEDS PLANNING
In this episode we discuss common errors that are made when planning for a loved one with special needs, as well as how to make sure you avoid these common errors and misconceptions.
Hosts: Michael Butterworth, ChFC, CLU, RHU, CLTC, AAMS, CFBS, CRPC, AWMA, AEP, ChSNC, CASL, RICP
Lauren Butterworth, Esquire
EPISODE TWO - SOCIAL SECURITY OVERPAYMENT ISSUES
Receiving an overpayment letter from SSA can be an extremely scary and confusing experience. We will cover why most overpayment issues happen, what to do if you find yourself in an overpayment situation, and how to avoid them in the future.
EPISODE THREE - PROBATE VS. NON-PROBATE IN A SPECIAL NEEDS ESTATE PLAN
Many people do not realize that a significant part of your estate passes through beneficiary designations and not through your will. Updating your Special Needs Estate Plan is way more complex than just making sure your will reflects your wishes.