"THE FUTURE IS BRIGHT" 

A Special Needs Planning Podcast

We have partnered with Special Needs Planning with M.P. Butterworth and Associates for a mini "podcast" type series focusing on how to prepare, financially and legally, for a loved one with special needs. See below to browse all available episodes.

CURRENT EPISODES

Episode One
Common Mistakes in Special Needs Planning

In this episode we discuss common errors that are made when planning for a loved one with special needs, as well as how to make sure you avoid these common errors and misconceptions.

Guests: Michael Butterworth, ChFC, CLU, RHU, CLTC, AAMS, CFBS, CRPC, AWMA, AEP, ChSNC, CASL, RICP

​

Episode Two
Social Security Overpayment Issues

Receiving an overpayment letter from SSA can be an extremely scary and confusing experience. We will cover why most overpayment issues happen, what to do if you find yourself in an overpayment situation, and how to avoid them in the future.

​

Guests: Michael Butterworth, ChFC, CLU, RHU, CLTC, AAMS, CFBS, CRPC, AWMA, AEP, ChSNC, CASL, RICP

​

Christopher Butterworth, ChSNC

​

Episode Three
Probate vs. Non-Probate Property In a Special Needs Estate Plan

In this episode, I discuss the key differences between probate and non-probate property. I also discuss what needs to be done to make sure both types of assets flow appropriately to an adult disabled child's special needs trust. 

​