Special Needs Planning with Steve Potts, Esq.
Financial Planning Explained

Special Needs Planning with Steve Potts, Esq.

2021-01-04

On this weeks on Financial Planning: Explained, host Michael Menninger, CFP sits down with Steve Potts, Esq. of Herr Potts & Potts. Steve and Michael discuss Special Needs Planning as it relates to Estate Planning. Topics covered range from potential government benefits to setting up trusts for people with special needs.

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