Special Needs Planning Part 3: How a Special Needs Trust can Help You Plan for the Future

Jennifer Barry, CFP®, a Managing Advisor at Connecticut Wealth Management (CTWM), spoke with Colleen Masse, Partner at Czepiga Daly Pope & Perri, about how a special needs trust can help parents of a loved one with an intellectual and developmental disability (IDD) plan for the future.

Connecticut Wealth Management, LLC is a registered investment adviser. Information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Any statements or opinions are subject to change without notice. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

Information presented is also dated material and may be out of date or obsolete after the date of publication. Investments involve risk and unless otherwise stated, are not guaranteed.