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Funding a Special Needs Trust: Smart Strategies to Secure Your Child’s Future with Michael Ringel

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Manage episode 471817986 series 3585196
Content provided by Sara Ecklein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sara Ecklein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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Planning for the future of a neurodivergent child can feel overwhelming, but expert financial strategist Michael Ringel shares how families can secure both their own financial well-being and their child's long-term care through smart estate planning and special needs trusts. In this insightful conversation with Sara, Michael breaks down why parents must plan for two lifetimes, how special needs trusts help preserve access to government benefits, and why life insurance is the most efficient tool to fund these trusts. He also dives into the importance of assembling a strong team—including financial professionals and attorneys—to ensure every aspect of the plan is aligned. If you’re navigating the complexities of special needs planning, this episode is packed with actionable insights to help you create a secure, sustainable future for your family.

About Michael:

Michael Ringel empowers families with children with special needs to protect, grow, and enjoy their wealth. His focus is on educating families about the importance of planning for the special individual in their lives. His topics of expertise include special needs trusts, ABLE accounts, retirement planning, funding special needs trusts and planning for two lifetimes.

Connect with Michael:

Facebook

LinkedIn

His Website: MikeRingel.com

Book a Free Consultation

Connect with Sara on:
LinkedIn
Instagram
Facebook
Download The Legacy of Love Workbook
Our free workbook was designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.
Disclaimer

  continue reading

30 episodes

Artwork
iconShare
 
Manage episode 471817986 series 3585196
Content provided by Sara Ecklein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sara Ecklein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us a text

Planning for the future of a neurodivergent child can feel overwhelming, but expert financial strategist Michael Ringel shares how families can secure both their own financial well-being and their child's long-term care through smart estate planning and special needs trusts. In this insightful conversation with Sara, Michael breaks down why parents must plan for two lifetimes, how special needs trusts help preserve access to government benefits, and why life insurance is the most efficient tool to fund these trusts. He also dives into the importance of assembling a strong team—including financial professionals and attorneys—to ensure every aspect of the plan is aligned. If you’re navigating the complexities of special needs planning, this episode is packed with actionable insights to help you create a secure, sustainable future for your family.

About Michael:

Michael Ringel empowers families with children with special needs to protect, grow, and enjoy their wealth. His focus is on educating families about the importance of planning for the special individual in their lives. His topics of expertise include special needs trusts, ABLE accounts, retirement planning, funding special needs trusts and planning for two lifetimes.

Connect with Michael:

Facebook

LinkedIn

His Website: MikeRingel.com

Book a Free Consultation

Connect with Sara on:
LinkedIn
Instagram
Facebook
Download The Legacy of Love Workbook
Our free workbook was designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.
Disclaimer

  continue reading

30 episodes

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