Estate Planning Expert Series: Supporting Families With Disabilities скачать в хорошем качестве

Estate Planning Expert Series: Supporting Families With Disabilities

💡 Estate planning takes on even greater meaning when advisors are supporting families with loved ones who have disabilities — where clarity, care, and long-term planning matter deeply. For Matthew Ricks, CFP®, founder of Haystack Financial Planning, estate planning is about more than documents. His work centers on helping families navigate complex decisions with compassion, protect essential benefits, and create plans that support stability and independence over the long term. In this episode of the Estate Planning Expert Series, Matt shares how he approaches estate planning for families with disabilities, how a thoughtful and tech-forward process helps reduce overwhelm, and what advisors can do to better serve this often-overlooked group of clients. 👉 Tune in to learn how intentional estate planning can empower families, strengthen trust, and make a meaningful impact — both financially and emotionally.