Dr Russell Hyken - Financial Planning for Struggling Te

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Special Needs Financial Planning: How to take care of a family member’s needs with J Todd Gentry, Special Needs Financial Planner of MetLife.

 

Caring for an individual with special needs requires special financial planning. Individuals have to find a way to integrate the family's overall planning, financial and otherwise, with their special situation.  Furthermore, there are federal laws  that can complicate matters and can cause individuals to lose eligibility for certain state and federal benefits so planning needs to factor in many different things. 
 

 

 

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