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Several individuals sit at a desk covered with financial reports, post-it notes, a laptop and a calculator.

Individuals With Disabilities Face Added Planning Challenges

For people with disabilities, establishing a holistic wealth strategy can be all the more important, explains Will Lucius, director of special needs trusts at Raymond James Trust. These investors often face additional planning considerations that include aid eligibility, benefits coordination, income replacement and coverage of disability-related expenses.

Listen to For What It's Worth on Apple Podcasts  Listen to For What It's Worth on Spotify

Recorded March 25, 2021. Hosted by Public Content Manager Paige Lenssen, CFA.