Episode Summary:
In this episode of "Leaving a Legacy," host Kevin Rosenquist and estate planning attorney Rose Harper discuss the crucial aspects of special needs planning. They explore the importance of special needs trusts, protecting government benefits, and choosing trustees for vulnerable loved ones. Rose provides valuable insights on how proper estate planning can ensure continued care and support for family members with special needs.
Key Timestamps:
00:01 - Show introduction
00:44 - Why estate planning is essential for families with special needs members
02:29 - Explanation of special needs trusts and their value
04:08 - Risks of leaving money directly to persons with special needs
05:57 - How special needs trusts preserve government benefits eligibility
06:55 - Factors to consider when choosing a trustee
08:49 - Discussion of care memos and letters of intent
10:50 - Navigating the emotional aspects of special needs planning
12:08 - Different approaches to establishing special needs trusts
About the Show:
"Leaving a Legacy: Navigating Estate Planning with Rose Harper Law" is a podcast dedicated to helping families understand and navigate the complexities of estate planning. Hosted by Kevin Rosenquist and featuring estate planning expert Rose Harper, the show provides practical advice and insights for protecting your family's future.
Popular Podcasts
New Heights with Jason & Travis Kelce
Football’s funniest family duo — Jason Kelce of the Philadelphia Eagles and Travis Kelce of the Kansas City Chiefs — team up to provide next-level access to life in the league as it unfolds. The two brothers and Super Bowl champions drop weekly insights about the weekly slate of games and share their INSIDE perspectives on trending NFL news and sports headlines. They also endlessly rag on each other as brothers do, chat the latest in pop culture and welcome some very popular and well-known friends to chat with them. Check out new episodes every Wednesday. Follow New Heights on the Wondery App, YouTube or wherever you get your podcasts. You can listen to new episodes early and ad-free, and get exclusive content on Wondery+. Join Wondery+ in the Wondery App, Apple Podcasts or Spotify. And join our new membership for a unique fan experience by going to the New Heights YouTube channel now!
The Breakfast Club
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!
Fudd Around And Find Out
UConn basketball star Azzi Fudd brings her championship swag to iHeart Women’s Sports with Fudd Around and Find Out, a weekly podcast that takes fans along for the ride as Azzi spends her final year of college trying to reclaim the National Championship and prepare to be a first round WNBA draft pick. Ever wonder what it’s like to be a world-class athlete in the public spotlight while still managing schoolwork, friendships and family time? It’s time to Fudd Around and Find Out!