Special Needs Planning - A Conversation with Crystal Edwards

Equity Granted: An Executive Chat

Nearly 54 million Americans cope with special needs and the rising associate expenses according to the National Organization on Disability. 1 in 26 American families are raising children with a disability. 69% of families say they are very concerned about being able to provide lifetime care for their dependents with special needs. Approximately 7 out of 10 Americans die without a valid will. Where does an executive start with planning for a future for their special needs child? What assets are necessary to ensure the optimal quality of life for their child? And how can the executive's estate planning be structured so that their child retains their government benefits? These are just a few examples of the types of questions executives ask when their career is moving along, their assets are accumulating, and they’re wanting to see a clear financial path into the future for themselves and a special needs child.