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Mom Autism Money

Oct 26, 2021

Financial advisor Brenton Harrison and attorney Jill Zacks join Mom Autism Money to decode a particularly complicated topic: Special Needs Trusts. In this episode, we’ll talk about first-party, third-party and pooled special needs trusts, Medicaid clawback provisions, the importance of life insurance for parents of...

Oct 19, 2021

In the very first episode of Mom Autism Money, Joyce & Brynne sit down with Paul Curley, CFA, Director of Market Research at ISS Marketing. We talk about ABLE Accounts, how they can help disabled individuals and their families manage their finances, and recent legislative efforts to watch in this space.


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