91ÂÛ̳

Estate planning for people with disabilities

Season 2 Episode 29

Estate planning for people with disabilities

According to the Centers for Disease Control and Prevention, 1 out of every 36 children are diagnosed with autism spectrum disorder. In this episode of 91ÂÛ̳ Engines’ Everyday Wealthâ„¢, Jean is joined by wealth planner Isabel Barrow and a director of estate planning Erin Smith, to detail the financial and legal challenges that families of children with special needs face and discuss options to consider to help navigate them. Later in the episode, Jean talks to Gordon Hartman, the founder of Morgan’s Wonderland, the world’s first fully accessible and inclusive theme park, which was inspired by his daughter Morgan, who lives with special needs.

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Ms. Chatzky receives cash compensation for acting as hosts of the Everyday Wealth radio show and podcast and for related activities and therefore has an incentive to endorse 91ÂÛ̳ Engines and its planners.Ìý That compensation is a fixed sum paid on an annual basis; and reimbursement for certain expenses.Ìý The amount paid each year does not vary, is not based on show content or any results-dependent factors (e.g., popularity of the show).

This show is pre-recorded, and any callers are prescreened.

The information being provided is for informational and educational purposes only and should not be construed as investment advice. Although some of the statistical and market information has been gathered from sources believed to be reliable, we do not guarantee its accuracy or completeness. You should consult with a financial advisor to help determine the best options for your particular circumstances.

Neither 91ÂÛ̳ Engines nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to include your qualified tax and/or legal professionals in these discussions and decisions to help determine the best options for your particular circumstances.

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Jean Chatzky

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Meet the Host: Jean Chatzky

Jean Chatzky came to personal finance not as an economist or a financial planner but as a journalist who dug into the topic of money to get her own money in order as well as to earn a paycheck. She has the innate ability to take the complicated world of money and explain it in ways we can all understand. And this has never been more important than now because we all have more responsibility for our financial lives than any generation that came before us. Aside from hosting Everyday Wealthâ„¢, Jean is the CEO of HerMoney.com and host of the podcast HerMoney with Jean Chatzky. The financial editor of NBC's TODAY show for 25 years and the financial ambassador for AARP, she appears frequently on CNN and MSNBC and was a recurring guest on The Oprah Winfrey Show. She is a New York Times and Wall Street Journal bestselling author.