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Planning for Their Future

Reggie Peral

You know your child better than anyone. The question is who else will, when you're not here.

Planning for Their Future is a podcast for families raising or supporting someone with special needs. Most of these families have done some of the planning: a will, life insurance, maybe a special needs trust. Few have a plan that holds together once they're not the ones running it. This show is about building that plan.

Host Reggie Peral, founder of ClearView Family Wealth, works through it one piece at a time using the Six P's of Lifetime Care Planning: Picture, Price, Protect, People, Preserve, and Practice. That means the money, and also the people, the knowledge, and the systems your loved one will depend on. Episodes cover SSI and Medicaid, special needs trusts, ABLE accounts, guardianship and turning 18, siblings, and what happens after both parents are gone.

Free Lifetime Care Plan workbook: clearviewfw.com/free-workbook

For educational purposes only. Not lega

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Episodes

12 episodes

  1. The Benefit Most Parents Don’t Know Their Child Will Get 16:13
  2. ABLE Accounts, the Tool Most Families Underuse 16:28
  3. Turning 18 Changes Everything 16:26
  4. Three Kinds of Trust, and the One Families End Up in by Accident 14:12
  5. SSI and Medicaid, Explained Like a Parent Would Want 15:34
  6. The Plan That Keeps Working: Why Every Plan Needs a Review Rhythm 9:34
  7. What Only Lives in Your Head: Writing a Letter of Intent 9:56
  8. Who Actually Shows Up: Naming the People in Your Plan 11:17
  9. Where Good Intentions Go Wrong: Trusts, Benefits, and Beneficiary Forms 11:32
  10. What This Actually Costs: Putting an Honest Number on a Lifetime of Care 12:34
  11. The Life Before the Money: Defining What You're Planning For 14:01
  12. Who Knows My Child? The Six P's of Lifetime Care Planning 13:35