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Women & Wealth

Apr 27, 2021

Estate planning can be particularly complex for families with a disabled family member. Without proper planning, funds set aside could inadvertently jeopardize eligibility for government benefits. Today’s episode features expert guidance on preserving both assets and access with a Special Needs Trust.

Note to All...

Apr 20, 2021

The day their child receives a challenging diagnosis marks the beginning of a lifelong odyssey for many families. Bernstein Principal Karen Park knows the feeling. She shares her passionate pursuit of a self-directed life for her son Milo, “patient zero” with a rare genetic mutation. From the time Milo was only...