Planning Ahead for a Loved One with Special Needs

Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do

If you care for someone with special needs, one of the biggest questions that may keep you up at night is: “What happens when I’m no longer around to protect them?” In this episode, Rob offers critical guidance on how to ensure your most vulnerable loved ones are cared for, without jeopardizing their financial security or access to government benefits. He covers trust types, how to choose a trustee and breaks down how to plan with wisdom, flexibility, and love.

Here’s what we discuss in this episode:

🔐 What a special needs trust actually does

👨‍👩‍👧 First-party vs. third-party trusts

⚖️ Why “too much” funding can backfire

💰 Real example: too much money locked away

📆 When to reevaluate your trustee or successor

Our website: https://www.axiowm.com/
Phone: [phone]
Schedule your no-cost discovery meeting: https://www.axiowm.com/what-we-do

Get your copy of Rob’s books: https://www.axiowm.com/book
Let us speak at your next event: https://www.axiowm.com/speaking

Check us out on YouTube: https://www.youtube.com/channel/UCtidWpldZGUBLmr24oWy87Q

Facebook: https://www.facebook.com/AxioWM
LinkedIn: https://www.linkedin.com/company/axio-wealth-management-llc/
X: https://x.com/RobShelton_FA
Instagram: https://www.instagram.com/axio.wm/