"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. 

 

UPCOMING EPISODES

Please browse all episodes below.

Image by Brett Jordan
Image by Sharon McCutcheon
Contract

GUARDIANSHIP REPORTING AND THE NEW "GTS" SYSTEM

Coming Soon.

Pennsylvania recently established the Guardianship Tracking System. Court appointed Guardians need to use this new, online system to file their initial and annual Guardianship Reports. We will be discussing how to access this system and what to do throughout the year to make filing your annual reports easy and stress-free.

FUN FOR EVERYONE

Check Back!

We are involved in a multitude of activities in the Berks County area designed and planned especially for children with special needs. In this episode we will be discussing different activities, sporting events, and other attractions that are available for families with children with special needs.

AN APPLICATION TIMELINE

Coming Soon.

In this episode we are going to give a timeline on when to apply for certain federal and state programs. We will discuss when applications should be submitted for Medical Assistance, Social Security Income, SNAP, and many more.

 

(717) 997-2675

Proud to serve all Pennsylvania families.

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