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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.
Equity Granted: An Executive Chat
Special Needs Planning: A Conversation with Lesley Mehalick, Shareholder and Supervising Partner for the Estates and Trust Department of McAndrews Law Offices
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SFG Wealth Planning
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Season 1
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Episode 6
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 their special needs child’s financial future.