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Everyday Wealth

Season 2 Episode 29: Estate planning for people with disabilities

Jul 24, 2023
Discussing estate planning for individuals with disabilities, the podcast delves into financial challenges and options like special needs trusts and ABLE accounts. The founder of Morgan's Wonderland shares his inspiring story of creating an inclusive theme park. It also touches on finding fulfillment beyond financial success and supporting initiatives like the Special Olympics through charitable donations.
41:53

Podcast summary created with Snipd AI

Quick takeaways

  • Create inclusive spaces for individuals with disabilities, fostering acceptance and understanding.
  • Utilize special needs trusts and ABLE accounts for essential financial planning and safeguarding government benefits.

Deep dives

Fostering Inclusion: Morgan's Wonderland Origin Story

In response to his daughter's exclusion due to special needs, Gordon Hartman created Morgan's Wonderland, the world's first ultra accessible theme park, dedicated to inclusivity. This initiative aims to provide a space where individuals with and without special needs can play together, fostering acceptance and understanding.

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