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Sisällön tarjoaa Annette Hines. Annette Hines tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
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243: Tailored Financial Planning for Children with Disabilities | James Lange, CPA/Attorney, Author, & Parent of Daughter with A Disability

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Manage episode 433126620 series 3490567
Sisällön tarjoaa Annette Hines. Annette Hines tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

Parents naturally want to make sure their child with disabilities is well taken care of, both now and in the future. It's not just about meeting the day-to-day needs but also thinking ahead to their long-term financial security. There's a lot to juggle—from managing medical expenses to planning for their financial future. It can feel pretty overwhelming and complicated.

In this episode, host Annette Hines welcomes financial planning expert, James Lange, to discuss the crucial need for specialized financial planning for parents of children with disabilities. James emphasizes the importance of working with advisors who understand the unique financial needs of these families and securing government benefits like SSI or SSDI to ensure long-term support. The conversation covers essential legal documents such as wills and trusts, and James offers a free copy of his book, “Retire Secure for Parents of a Child with a Disability,” packed with strategies for financial planning. Annette and James delve into the practical and emotional aspects of financial security, reflecting on how proactive planning can provide peace of mind and a brighter future for children with disabilities.

In this episode, you will hear:

  • The importance of collaborating with specialized financial planners and tax advisors for families with children with disabilities

  • Key government benefits essential for the financial support of children with disabilities

  • The necessity of creating appropriate wills, trusts, and powers of attorney tailored for children with disabilities

  • How proper financial planning can alleviate anxiety for parents raising children with disabilities

  • Why it is important to involve the child in the financial planning process

Resources from this Episode:

Free digital copy of Retire Secure for Parents of a Child with a Disability

Website: https://DisabledChildPlanning.com

Facebook: @RothRevolution

Twitter/X: @rothguy

LinkedIn:@jameslangecpa

Other Sites:https://PayTaxesLater.com

Engage with us:

Join our community: Circle of Care

Visit: https://annettehines.com

Read Butterflies and Second Chances

LinkedIn: @annette-hines-snc

Instagram: @parentingimpossible

Facebook: @SpecialNeedsCompanies

Twitter: @SpecialNeedsCo

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

  continue reading

263 jaksoa

Artwork
iconJaa
 
Manage episode 433126620 series 3490567
Sisällön tarjoaa Annette Hines. Annette Hines tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

Parents naturally want to make sure their child with disabilities is well taken care of, both now and in the future. It's not just about meeting the day-to-day needs but also thinking ahead to their long-term financial security. There's a lot to juggle—from managing medical expenses to planning for their financial future. It can feel pretty overwhelming and complicated.

In this episode, host Annette Hines welcomes financial planning expert, James Lange, to discuss the crucial need for specialized financial planning for parents of children with disabilities. James emphasizes the importance of working with advisors who understand the unique financial needs of these families and securing government benefits like SSI or SSDI to ensure long-term support. The conversation covers essential legal documents such as wills and trusts, and James offers a free copy of his book, “Retire Secure for Parents of a Child with a Disability,” packed with strategies for financial planning. Annette and James delve into the practical and emotional aspects of financial security, reflecting on how proactive planning can provide peace of mind and a brighter future for children with disabilities.

In this episode, you will hear:

  • The importance of collaborating with specialized financial planners and tax advisors for families with children with disabilities

  • Key government benefits essential for the financial support of children with disabilities

  • The necessity of creating appropriate wills, trusts, and powers of attorney tailored for children with disabilities

  • How proper financial planning can alleviate anxiety for parents raising children with disabilities

  • Why it is important to involve the child in the financial planning process

Resources from this Episode:

Free digital copy of Retire Secure for Parents of a Child with a Disability

Website: https://DisabledChildPlanning.com

Facebook: @RothRevolution

Twitter/X: @rothguy

LinkedIn:@jameslangecpa

Other Sites:https://PayTaxesLater.com

Engage with us:

Join our community: Circle of Care

Visit: https://annettehines.com

Read Butterflies and Second Chances

LinkedIn: @annette-hines-snc

Instagram: @parentingimpossible

Facebook: @SpecialNeedsCompanies

Twitter: @SpecialNeedsCo

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

  continue reading

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