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Special Needs Planning

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Manage episode 343807819 series 2905641
Content provided by Evergreen Gavekal. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Evergreen Gavekal or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode of Coffee with Evergreen, Evergreen GaveKal's Tygue Howland, a member of our Business Development Team, is joined by a Partner of Palladio Consulting, Connor Kavanaugh, to discuss financial planning when someone has a child with special needs.

Some topics they cover:

  • When meeting new families, what is the process to determine the resources available to individual families?
  • What are the benefits that could be utilized for these families?
  • What is a special needs trust, and when should it be used?

As always, thank you for listening! This episode was recorded on October 7, 2022.

  continue reading

74 episodes

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Special Needs Planning

Evergreen Exchange

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Manage episode 343807819 series 2905641
Content provided by Evergreen Gavekal. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Evergreen Gavekal or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode of Coffee with Evergreen, Evergreen GaveKal's Tygue Howland, a member of our Business Development Team, is joined by a Partner of Palladio Consulting, Connor Kavanaugh, to discuss financial planning when someone has a child with special needs.

Some topics they cover:

  • When meeting new families, what is the process to determine the resources available to individual families?
  • What are the benefits that could be utilized for these families?
  • What is a special needs trust, and when should it be used?

As always, thank you for listening! This episode was recorded on October 7, 2022.

  continue reading

74 episodes

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