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The Retirement Planners of America PodcastAuthor: Money Matters with Ken Moraif
Helping you make your money last as long as you do. Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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How To Leave Money To A Disabled Child
Friday, 24 April, 2026
If your child or loved one has special needs, how you leave them money matters. In this episode, Ken and Jeremy break down special needs trusts in plain English and why a direct inheritance can accidentally create problems with certain government benefits.They also cover practical, real world considerations like who should serve as trustee, when a corporate trustee can help, and why this planning step is often more affordable and manageable than most families expect.If you are over 50 and thinking through your family plan, this is a conversation worth hearing.RPOA Advisors, Inc. (d/b/a Retirement Planners of America) (“RPOA”) is an SEC-registered investment adviser. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that RPOA has attained a certain level of skill or training.This podcast has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, personalized investment, financial, tax, or legal advice. RPOA does not provide tax or legal advice. You should consult your own tax and legal advisors before engaging in any transaction or strategy.Opinions expressed are those of RPOA as of the date of publication and are subject to change. Investing involves risks, including possible loss of principal. Diversification and asset allocation do not guarantee a profit, nor do they eliminate the risk of loss. Past performance is no guarantee of future results.
