Special Needs Planning – Charlie Massimo joins Chris Boyd and Jeff Perry for an
engaging discussion concerning the various financial planning issues for parents of
special needs children. Charlie shares his personal story of having two sons with autism
and the many financial and personal challenges. Topic areas discussed during the episode
are estate planning, future housing needs, special needs trusts, life insurance planning,
and available assistance from federal and state government. The segment concludes with
Charlie sharing his advice on using support groups in your geographical area to provide
assistance to both the child and the parents.
See a link below to listen to Charlie’s own podcasts on related subjects:
https://podcasts.apple.com/us/podcast/your-pathways-to-wealth/id1687118452
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr
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