Special Needs Planning

Special Needs Planning – Charlie Massimo joins Chris Boyd and Jeff Perry for an

engaging discussion concerning the various financial planning issues for parents of

special needs children. Charlie shares his personal story of having two sons with autism

and the many financial and personal challenges. Topic areas discussed during the episode

are estate planning, future housing needs, special needs trusts, life insurance planning,

and available assistance from federal and state government. The segment concludes with

Charlie sharing his advice on using support groups in your geographical area to provide

assistance to both the child and the parents.

See a link below to listen to Charlie’s own podcasts on related subjects:


For more information or to reach Chris Boyd or Jeff Perry, click the below link:



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