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#109 - Multigenerational Financial Planning

#109 - Multigenerational Financial Planning

FromLOMAH Disability Podcast


#109 - Multigenerational Financial Planning

FromLOMAH Disability Podcast

ratings:
Length:
44 minutes
Released:
Apr 7, 2020
Format:
Podcast episode

Description

Assets often are passed from one generation to the next so coordination of financial planning is necessary, especially when a family member with disabilities is in the mix. This episode teaches us how to sync plans across multiple generations to maximize assets as well as what to focus on for each generation.   About the Guest: Mark Gilfix is an attorney at Gilfix and La  Poll associates, an award winning writer, and an up and coming leader in the field of Estate Planning, Elder Law, and Special Needs Planning.    Related Episodes: This episode is the 9th in a series focusing on Special Needs Financial Planning. The series includes episodes 101 - 113.   Find Kim on Instagram as @Journey2lomah
Released:
Apr 7, 2020
Format:
Podcast episode

Titles in the series (100)

The LOMAH Podcast is an award winning show that runs topical series deep diving into an issue for 10-12 episodes with interviews from expert guests, including self advocates. Your host, Kim, has a teenage daughter with level 3 non speaking autism who will require 24/7 support the rest of her life. Like many parents, Kim has a lot of important questions. She does not claim to know the answers for her child nor yours but does promise to search for them and share what she is discovering along the way. You will notice a striking difference in the earlier shows compared to the most recent as she has grown and evolved as a result of listening to expert guests and self advocates.