In this episode, host Mike Delgass is joined by Heather Flanagan and Rich Yam to discuss how families can support a loved one financially without putting benefits like Medicaid at risk.
They cover:
- Why benefit-friendly planning matters
- How to approach gifts from family members
- Tools like special needs trusts and ABLE accounts
Whether you're just getting started or looking to refine your strategy, this conversation offers helpful insights and practical next steps.
