Chimes & Dimes Ep. 6 - Special Needs Trusts

Описание: In episode 6 of Chimes & Dimes you will learn about a trust that most don’t know about: special needs trusts. Pete Baksh, CFA, Chief Investment Officer at First Wealth & Trust in Winter Garden is joined by Tami Dacey, attorney with Sikes Law Group, and Shelley Bradford, the President of Matthew’s Hope Ministries to discuss these lesser-known trusts.

As parents of children with special needs, Tami and Shelley are all too familiar with the question, “what happens to them when I’m gone?” If you find yourself in a similar situation and are trying to plan for the future of your loved one with special needs, consider a special needs trust.

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Chimes & Dimes was filmed on location at the Winter Garden Heritage Foundation in historic downtown Winter Garden. The mission of the Winter Garden Heritage Foundation is to preserve and celebrate the rich history of West Orange County while fostering innovative cultural experiences.

The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does not create a fiduciary, advisory or client relationship. First Wealth & Trust is a fiduciary operating under the Florida banking regulations with the First National Bank of Mount Dora, N.A. and regulated by the Office of the Comptroller of Currency and not registered as an investment advisor with the U.S. Securities and Exchange Commission. Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency and may lose value. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.