Choose Your Path Podcast
Listen to our episodes twice a month!
Episode 15 Serving Seniors with Love
EPISODE 15 - Serving Seniors with Love - September 15, 2022 It is rare to find a senior living facility which serves in love. After all, without love, a senior community is just real estate without services. Listen to Sherry and Bart talk about senior communities and...
Episode 14 Being Able to Trust in Trusts
EPISODE 14 - Being Able to Trust in Trusts - September 1, 2022 Trust is important before taking any step. Listen to Bart specify risks and benefits of a special needs trust such as potentially losing government assistance, mismanagement of personal assets, as well as...
Episode 13 – Respite for every caregiver
EPISODE 13 - Respite for every caregiver - August 15, 2022 What exactly is respite? Why would someone want to use respite? What are reasons caregivers decline respite care? Listen to Bart interview Breion with TN Respite Coalition answer these questions and more on...
Episode 12 – Phone provided at no cost with closed captioning for anyone with a hearing loss
EPISODE 12 - Phone provided at no cost with closed captioning for anyone with a hearing loss - June 15, 2022 Bart begins a series of interviews with special needs trust partners to increase the quality of life for beneficiaries. This first interview is with Melinda...
Episode 11 – When to establish a special needs trust for your child
EPISODE 11 - When to establish a special needs trust for your child - June 1, 2022 Does timing really matter about establishing a special needs trust for a child who is a minor? Listen to Bart share stories about establishing special needs trusts....
Episode 10 – When to memorialize an adult through a special needs trust
EPISODE 10 - When to memorialize an adult through a special needs trust - May 15, 2022 When is it too late to establish a special needs trust? Does a special needs trust beneficiary have to be a relative? Listen to Bart share his story and more about planning and...
Episode 9 – How to memorialize an adult child through a special needs trusts
EPISODE 9 - How to memorialize an adult child through a special needs trusts - May 1, 2022 Is it too late to memorialize a loved one through a special needs trust? Can an adult, living with a disability, be a beneficiary of a new special needs trust? Listen to Bart...
Episode 8 – The professional team for special needs trusts
EPISODE 8 - The professional team for special needs trusts - April 15, 2022 A professional team is needed to start a special needs trust. Hear who is involved and how they contribute for the beneficiary to benefit from a special needs trust....
Breaking News Janice Williams
EPISODE 8 - Breaking News with Janice Williams - April 7,2022 Breaking news in special needs trusts! Janice Williams has authored “Caregiving and Understanding Respite.” She cares for the caregivers, equips and inspires them. Listen to this nurse share her heart, her...
Episode 7 – How to sow the seeds of special needs trusts
EPISODE 7 -How to sow the seeds of special needs trusts - April 1, 2022 Special needs trusts are a smart idea, yet everyone should first understand what they can and cannot pay. Hear specific examples and stories of what special needs trusts can be used to pay for...
Be Informed
Know what you are risking by not taking advantage of the protection offered by a Special Needs Trust. Vista Points can connect you to the resources to establish a Special Needs Trust, all with your specific and individual needs in mind.