Considerations and expert advice on this episode of “Navigating Life Transitions”
How do you help ensure a bright future for loved ones with special needs, especially beyond your lifetime? By planning for their care and support, you can enhance their quality of life and provide peace of mind for yourself.
Whether it’s through social interaction and enrichment activities, or securing financial stability with ABLE accounts and special needs trusts, taking these steps allows you to see the positive impact on your loved one’s life while you’re still here. In this latest episode of “Navigating Life Transitions,” a podcast by JNBA Financial Advisors hosted by Minnesota media veteran Kim Insley, guests Elise Huston, an advisor at JNBA, and Stuart Bear, an attorney at Chestnut Cambronne, the conversation highlights tools and strategies for planning and navigating some of the complexities that families face every day when caring and planning for a loved one with disabilities.
During the 25-minute episode, the panel emphasizes how engaging in these conversations and making these preparations can bring profound meaning and satisfaction, knowing you’re contributing to a secure and fulfilling future for those you care about. Listen here.
Episodes of Navigating Life Transitions are released monthly and can be found on Apple Podcasts and Spotify. The latest episodes and more information are also available at jnbanavigatinglifetransitions.com.
Due to various factors, including changing market conditions and/or applicable laws, some of the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from JNBA Financial Advisors. All services provided by Chestnut Cambronne are separate and independent of JNBA Financial Advisors, LLC. JNBA providing a professional referral could present a conflict of interest because the professional may, on occasion, make a referral to JNBA which could result in an economic benefit despite the lack of any revenue sharing agreement in place. You are not obligated to engage the services of any such JNBA recommended professional, and the firm’s Chief Compliance Officer, Kimberlee M. Brown, remains available to answer any questions that you may have.
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