
Episode 167 Carolyn Bare: Legacy Planning for Disabled Heirs
03/06/2025
0:00
29:18
Carolyn Bare is the founder and CEO of Trust Matters Financial, a financial advisory focused on investment management and wealth transfer for special needs heirs. We sat down with Carolyn to discuss tax-efficient estate planning strategies, and how advisors can use them to better serve clients with special needs scenarios.
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