In this episode of the PlanAssist® Podcast: Tim Clifford, CFP sits down with Family & Probate Attorney Samah T. Abukhodeir, Esq. to discuss why estate planning is critical—especially for families with special needs beneficiaries.
Samah explains how improper planning can unintentionally disqualify loved ones from Medicaid and other government benefits, and why specialized tools like Special Needs Trusts are essential for protecting long-term care and financial security.
They also discuss the evolving role of artificial intelligence in the legal industry. While AI can improve efficiency in drafting legal documents, both Samah and Tim caution against overreliance—emphasizing the importance of personalized legal and financial advice.
If you or someone you know would be a great guest on the show, get in touch – timothy.clifford@five20.com
Disclosure:
The content in this video is for informational purposes only and should not be construed as investment, legal, or tax advice. The opinions expressed are solely those of Core Wealth Consultants.
Information presented is believed to be from reliable sources; however, Core Wealth Consultants makes no representations as to its accuracy or completeness.
Core Wealth Consultants, LLC is a Registered Investment Advisor in the States of Florida, Indiana, and Michigan. You should consult an attorney or tax professional regarding your specific legal or tax situation.
Diversification and asset allocation do not guarantee better performance and do not eliminate the risk of investment loss.
N/a
