Supported Financial Planning for When Parents are Gone

Supported Financial Planning for When Parents are Gone

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Publish Date:
31 October, 2024
Category:
Financial Planning
Video License
Standard License
Imported From:
Youtube

National Council on Severe Autism Webinar Series
Featuring Andrew Komarow, Planning Across the Spectrum

Thursday, January 27, 2022
This presentation reviews the general elements of financial planning when a supported individual no longer has parents supporting them. We:
Review the types of accounts a supported individual should have open for their financial obligations
Define the types planning documents and accounts everyone should have in place
Identify common pitfalls in an estate plan and their consequences
Supporting immediate family members by trustee selection
Offer perspective on providing continuity of supportive networks

Presenter: Andrew Komarow, Planning Across the Spectrum
Planning Across the Spectrum, based in Connecticut, offers special needs financial planning services, helping any individual, family, or employer of those with autism and other disabilities to pursue financial independence.

Sponsored by NCSA NSCAutism.org