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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Mechanical Investing
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Author: RAMc   😊 😞
Number: of 6131 
Subject: Re: OT: Financial Planner
Date: 11/13/23 9:47 AM
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No. of Recommendations: 2
We have an adult special needs daughter, so we need special needs trust, and another kid. Both in their 20's.

My wife is involved with a local group of families with special needs. Future care and estate management is a common subject amongst the parents. Amongst the group most of those financially secure have gravitated to the same lawyer, and to the same financial advisor. I have heard only favorable comments about how satisfied they are with both. Not every lawyer or financial advisor had the expertise to handle a special needs situation.
I’d contact as many other local special needs families for recommendations. You are fortunate to be in a financial situation capable of providing for your daughter.

RAM
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This community has written 6,115 posts about Mechanical Investing. The article-length ones it recommended most:
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