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Financial Grand Rounds
with Bryan Jepson, MD, CFP®


Special Needs Trusts Explained: What Every Parent Should Know
Special Needs Trusts Explained If you are a parent of a special needs child, one question likely keeps you up at night: “What will happen to them when I am no longer here to help?” Because this question creates so much anxiety, it is easy to set it aside and focus only on the day-to-day challenges that need our more immediate attention. But the earlier you prepare for that inevitable transition, the less painful it becomes, for all of those involved. Building a lifetime
bryanjepson
May 1610 min read


What is an ABLE account? And should I have one for my child with special needs?
What is an ABLE Account? Welcome to Special Needs Planning Insights, my new blog focused specifically on financial and life planning for families with special needs. As a parent of two adult children with special needs myself, I understand firsthand the constant search for trusted information related to the needs of my child. There are many stages to navigate, and each comes with important financial, legal, medical, and practical decisions. You are planning not only for y
bryanjepson
May 65 min read
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