Video Resources

Estate planning becomes even more complex when it involves the unique needs of a child with special needs. It’s not just about dividing assets equally among your heirs; it’s about ensuring that each child has the resources necessary to thrive in their individual circumstances. In this article, we’ll look at scenarios where an unequal distribution of assets might make sense—whether that means directing more resources to your child with special needs or ensuring your other children are well-supported. We’ll also provide guidance on how to approach these important decisions and communicate them effectively with your family to maintain harmony and understanding. This thoughtful approach can help ensure that each child is cared for in a way that reflects their unique needs and circumstances, while preserving fairness and financial stability for all.

Planning for your special needs child’s future requires thoughtful consideration and careful management of resources. In this video, Rhett discusses how private resources play a critical role in securing their future. He’ll guide you through key questions to ask yourself to assess whether you have sufficient resources, how to maximize those funds through smart investing, and why time and portfolio allocation matter. Rhett will also emphasize the value of partnering with a financial professional who understands both special needs and the financial complexities of cash flow and taxes. Watch now to gain valuable insights for your child’s future.

If you're caring for a family member with special needs, you already know how crucial it is to plan for their future. But when private funds are limited, it can feel overwhelming to navigate the path forward. In today’s vlog, we’ll explore how you can maximize your resources by tapping into available public resources. From government programs to community services, there’s help out there that can make a real difference. Let’s dive into the options you can start using today to create a more secure future for your loved one.

In this week's video, we dive deep into a crucial topic for parents and caregivers of children with special needs: safeguarding your financial future through special needs trusts. Whether you’re just starting to think about financial planning or need to review your current arrangements, this video will provide valuable information to help you make informed decisions.

This week Rhett explores a unique perspective on Social Security income payments—viewing them as an investment portfolio paying a steady 5% interest. Understanding this concept can help you make informed decisions about your retirement planning and financial security. Watch the video below to learn how you can make the most of your social security income.