Supporting Families with Special Needs Planning with Mary Anne Ehlert (Ep. 61)

Caring for a family member with a disability touches every part of life, from daily routines to long-term financial survival. What happens to the people who depend on you completely when you are no longer here to protect them?

In this episode, Greg DuPont interviews Mary Anne Ehlert, CFP®, Founder of Protected Tomorrows, about her 38-year mission helping families plan for loved ones with disabilities. She shares how her personal experience as a sister, mother, and caregiver shaped her conviction that families cannot navigate this alone, and why the professionals they turn to are rarely equipped to help.

Mary Anne walks through the critical role of special needs trusts, ABLE accounts, and proper estate documents, and explains why a social worker and financial professional working together changes everything for these families.

Key takeaways:

Turning personal caregiving experiences into a mission to support families facing similar challenges

Recognizing gaps in financial and legal guidance for families with loved ones with disabilities

Building structured plans that include trusts, benefits, and long-term care considerations

Supporting caregivers by prioritizing their well-being alongside their loved ones

Creating systems that document personal details to maintain continuity of care

And more!

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