Traditional Estate Planning Doesn't Work for Special Needs Families
From Cheri Hill Show by Cheri Hill
February 24, 2026 · 26 min
About this episode
This episode discusses the unique financial planning challenges faced by special needs families and the types of Special Needs Trusts available to them.
Special needs families face unique financial questions when planning for the future. Conventional wisdom suggests setting up an inheritance or a life insurance policy to provide resources for them, but a financial hurdle complicates their situation. There are three main types of Special Needs Trusts, and the type of trust usually depends on who’s funding it. The most common types include: sageintl.com or 800-254-5779
Topics covered
- special needs planning
- estate planning
- financial planning
Keywords
- inheritance
- life insurance
- financial hurdles
- Special Needs Trusts
Mentioned in this episode
Products: Special Needs Trusts
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