Lifelong Care for a Child with Special Needs

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How do you plan for someone you love when you can't always be there?

A moving real-life story about a family planning for the long-term care of their son with special needs. Through honest conversation, the episode explores love, responsibility, and the importance of planning ahead - offering reassurance that thoughtful guidance can help families prepare for the moments when they can’t always be there.
Chapters
  • 00:03 Introduction
  • 01:24 Love, planning, and peace of mind
  • 02:41 Understanding Mike's situation and family hopes
  • 04:18 The financial planning approach and meaningful conversations
  • 05:45 Understanding testamentary trusts and their role
  • 07:32 Ongoing planning and living arrangement decisions
  • 08:57 Supporting the family through emotional transitions
  • 10:01 Key lessons and advice for other families
  • 11:40 Closing thoughts
27 Jan English South Africa Investing · How To

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