December 2021 — 

Our firm’s Supervising Partner of The Estates and Trusts Department, Lesley Mehalick, J.D., LL.M., was a recent guest speaker on SFG Wealth Planning’s podcast, “Equity Granted: An Executive Chat”! She joined Owner, Senior Vice President, and Lead Advisor/Investment Specialist,  Matt Witter, for a discussion on Special Needs Planning. About the episode:

Do you have a loved one with special needs, and what concerns do you have with regards to their financial future? How do you know if a Special Needs Trust is right for your situation? What can you do from a planning standpoint to ensure independence financially for your special needs child? In this episode, we address several important questions every executive should ask when planning for the financial future of a child with special needs.

Mehalick and Witter brought their expertise in estate planning to this episode. They covered crucial issues pertaining to financial planning for a loved one with a disability, including Special Needs Trusts. To learn more about SFG Wealth Planning, visit www.sfgadvisors.com. Contact our firm today by clicking here if we can help serve you and your families.

Click here to listen to the full episode!

About the Podcast “Equity Granted: An Executive Chat”: The Team at SFG Wealth Planning will focus on conversations with Centers of Influence that serve like-clientele, addressing germane subject matter within the realm of the executive with stock-based compensation.