ABCs of Disability Planning
ABCs of Disability Planning
Frequently families like mine don't know what's available to help us, we're too focused on getting through our day-to-day. But even if we had time, we would need to know what to look for. It's my mission to introduce a new organization or individual serving those with disabilities every week. All views and opinions represented are my own. I am not writing on behalf of Capital Motion or Visible National Trust. Neither Capital Motion nor Visible National Trust endorse or in any other way support this content and podcast. This podcast is wholly owned and operated by me, Eric Jorgensen.
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ABCs of Disability Planning
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Latest episode
Jan 27, 2025
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Episodes
Tips to protect and help your loved ones with IDD - Dr. Craig Escude' 25.10.2021 40:00
IntellectAbility - https://replacingrisk.com/ +(1) 727-437-3201 Facebook - @IntellectAbility Twitter - @ReplacingRisk Dr. Craig Escudé, MD is a Board-certified Fellow of the American Academy of Family Physicians and the American Academy of Developmental Medicine. He has over 20 years of clinical experience providing healthcare for people with Intellectual and Developmental disabilities and is the...
Power of a Positive Mindset with Kim Tapper 18.10.2021 46:05
A Place to Be Website: http://www.aplacetobeva.org/ Facebook: @aplacetobeva Instagram: @aplacetobeva Twitter: @aptbmt Kim's email: kim@aplacetobeva.org What if the way you are now isn't how life has to be? How many of us have become our identity - be it caregiver, parent, or something else. Not all our beliefs are necessarily self-limiting, but it's important to check in periodically t...
Role of Social Security when planning for your child's future 04.10.2021 1:00:46
Michael Beloff, CFP®, ChSNC®, CAP®, ChFC®, RICP® Founding Partner, Wealth Advisor Belvedere Wealth Partners - www.belvederewealthpartners.com Phone: 203-418-4069 | Email: mbeloff@belvederewp.com In this interview, Michael and I discuss the role of Social Security when you are planning for the future of a child with disabilities. We start with an overview of Supplemental Security Income (SSI). Mi...
How Nestidd is changing the Residential landscape 27.09.2021 21:54
Website: https://nestidd.com/home | Email: andrew.parker@nestidd.com Twitter: @_Nestidd I'm glad Andrew Parker agreed to this interview. I'm excited to share Nestidd's mission with you. They are a company focused on helping individuals with intellectual and/or developmental disabilities lease and maintain homes affordably. They got their start by helping organizations that prov...
What is Burial Insurance? Special Considerations w/ Brenda Hager 20.09.2021 30:38
Website: https://www.specialconsiderations.com/home-page Phone: (717) 846-4581 Direct | Email: BHager@SpecialConsiderations.com Facebook: @SpecialConsiderations Special Considerations is NOT an insurance company. They specialize in Funeral Expense Planning for individuals with Special Needs. They offer burial insurance for anyone and everyone, regardless of disability. This is an important s...
Special Needs Planning with a focus on your values 13.09.2021 26:10
Website: elizabethjlarson.com | Phone: (248) 722-7823 Email: elizabeth.larson@lpl.com | Twitter: @EJLarson4 FB: @elizabethlarsonj YouTube: https://www.youtube.com/channel/UCvrM4rO-DKK_cSKcgtTOiZQ?view_as=subscriber Elizabeth Larson is a Financial Consultant with a unique approach to helping families. She does "Values-Based Planning". This means she is interested in understa...
What do Daily Money Managers do - Vera Kurlantzick 30.08.2021 31:29
Mindful Money Management Vera Kurlantzick, MS, CDMM® Email: vera@marylandmoneymanagement.com Phone: (301) 367-2859 Website: https://mindfulforyou.com/ When I first learned about Daily Money Managers I thought only rich people worked with them. This isn't true. I invited Vera Kurlantzick to explain what Daily Money Managers do. I believe they can help families w/ disabilities. Daily Money Manag...
Tax Considerations when you have a Special Need Trust - Leo Rotman 23.08.2021 34:49
Website: https://www.riverfg.com/Our-Founder-and-Firm.1.htm Email: leo@riverfg.com (preferred) Phone: 781-398-1351 Facebook: @RiverFG Leo Rotman is a Financial Advisor and Founder of River Financial Group, LLC. He's also a dad, he's walked the walk and understands firsthand the challenges we face as parents. His firm works exclusively with families and individuals who have disabilities. Be...
Fusion Academy - Olga Marable 16.08.2021 24:29
Website: https://www.fusionacademy.com/ Email: omarable@fusionacademy.com Phone: 855-333-7075 Facebook: @fusionacademy Twitter: @FusionAcademy Olga Marable is the Director of Outreach for Maryland's Fusion Academy campuses. She explains who Fusion is and what makes them different. They use a "Love, Motivate, Teach" method. Their students stay engaged. No matter where you live, I enco...
Best Buddies Overview - Molly Whalen 09.08.2021 28:03
Find a Program: https://www.bestbuddies.org/international-programs/ Web: https://www.bestbuddies.org/ Facebook: @bestbuddies Twitter: @bestbuddies Best Buddies is the world's largest organization dedicated to ending the social, physical, and economic isolation of the 200 million people with intellectual and developmental disabilities (IDD). Founded in 1989 by Anthony K. Shriver, Best Buddies i...
SimplyHome w/ Jason Ray 26.07.2021 31:12
SimplyHome works with you, your support staff, and agencies at the state and federal level. Its mission is to empower independence through innovation. Web: https://www.simply-home.com/ | FB: @SimplyHome Twitter: @simply_home | YouTube: https://www.youtube.com/user/SimplyHomeSystems When you plan for your child's future think about SimplyHome. They are a tech company who helps people...
How can a Professional Organizer help you? 19.07.2021 20:31
You may be wondering what the heck a professional organizer has to do with Special Needs. Maybe it's not what usually comes to mind when you think of resources. Yet they can be a HUGE help. Contact Vernestine: Email - aos@absouluteorg.com Phone: (202) 291-7025 | Website: https://www.absouluteorg.com/ If you're anything like I was you're probably wondering what the heck a professional...
Elder Law Planning w/ Amy Griboff 12.07.2021 39:23
Website: https://www.griboffestateplanning.com/ Email: Amy@GriboffEstatePlanning.com | Phone: (301) 339-8725 (preferred) Amy Griboff is an attorney whose practice focuses on Elder Law. She is licensed to practice law in both Maryland and DC. Prior to becoming an attorney, she was an elementary school teacher. Like so many of us, it was a personal tragedy that changed her career trajectory....
Benefits of Counseling with Lauren Presutti 28.06.2021 35:20
Web: https://www.riveroakspsychology.com/ Phone: 248-717-1232 | Email: lauren@riveroakspsychology.com Twitter: @riveroakspsych | Instagram: @riveroakspsychology Facebook: @riveroakspsychology | YouTube: https://www.youtube.com/riveroakspsychology Since recording this episode Lauren has rebranded as River Oaks Psychology. All her contact information has been updated in these show notes. Please di...
Behavior Wellness for Parents with Liz Kahn 21.06.2021 32:52
Liz Kahn is a Behavioral Specialist who, prior to going out on her own, worked for several state and private agencies across the country. She has worked with families whose children have a range of challenges. Diagnoses like Autism Spectrum Disorder, Down Syndrome, ADHD, Global Delays, Rhett's Syndrome, Communication Disorders, and other behavior-based challenges not otherwise specified. In t...
Benefits Counseling with Amy Wallish 14.06.2021 26:06
Full Circle Employment: https://fullcircledc.com/home | Twitter: @FCESDC Facebook: @FullCircleDC Amy Wallish is the CEO of Full Circle Employment and a Certified Benefits Counselor. In this video, she explains how one can become a Certified Benefits Counselor. It takes ~ (1) year to do all the work. There are (2) options for the education requirement. Either Virginia Commonwealth University (VCU)...
Autism Dadvocate with Paul Carroll 07.06.2021 21:26
Website: https://www.autismdadvocate.org/ Podcast: https://podcasts.apple.com/us/podcast/the-autism-dadvocate-podcast/id1538437276 Instagram: #autismdadvocate Facebook: @AutismDadvocate In his own words, Paul Carroll is a nondescript man with only one unique attribute – he is a father to a remarkable son on the spectrum - Vaughn. Please check out the anecdotes on this website to see how he’s stumb...
Continuum ABA with Marc Rose 31.05.2021 25:51
Website: https://www.autismspectrumalliance.com/ Phone: 800-828-5659 Email: contact@autismspectrumalliance.com I invited Marc Rose to talk about ABA and Continuum precisely because he is NOT a BCBA. I understand, and respect, there are those who feel all ABA therapy is bad and families should not use it. However, I don't agree. In my opinion, ABA is a tool, just like speech or any other thera...
Guardianship with Matt Bogin 24.05.2021 28:45
Web: https://boginlaw.com/ | Email: matthew.bogin@boginlaw.com Phone: 301-656-1755 | Licensed in MD/DC/VA Matthew Bogin is an estate planning attorney whose practice focuses on helping families with their Special Need Planning. Full disclosure - I worked with Matt to establish both my 1st & 3rd Party Special Needs Trusts. I also worked with him when I petitioned for the Guardianship of my...
Thank you from Eric 17.05.2021 3:25
To all my listeners - thank you! As an Amazon Associate, I earn commissions from qualifying purchases. For more information about True North Disability Planning you can find us here: Web: https://truenorthdisabilityplanning.com/ Blog - https://ejorgensenwordpresscom.wordpress.com Podcast (ABC's of Disability Planning) - https://anchor.fm/abcs-disability-planning Waypoints - https://waypoints.subst...
ArtStream w/ Heller An Shapiro 10.05.2021 29:54
Email: info@art-stream.org Website: https://www.art-stream.org/ Facebook: @artstreaminc YouTube: https://www.youtube.com/channel/UCMoxIB5jUXfbTQLagPe-ZTw I was super excited to interview Heller An Shapiro and share the amazing work ArtStream is doing. Especially now that they have gone virtual and can literally work with anyone around the world! For those who are not familiar, here is ArtStream...
Hydrocephalus Association with Amanda Garzon 26.04.2021 48:27
Facebook: @HydroAssoc | Twitter: @HydroAssoc Website: https://www.hydroassoc.org/ YouTube: https://www.youtube.com/user/hydroassoc/featured Hydrocephalus Association local Community groups: https://www.hydroassoc.org/cause-view/community-network/ WALK to End Hydrocephalus events: hydroassoc.org/walk HydroAssist mobile app: https://www.hydroassoc.org/hydroassist-mobile-application/ Hydrocephalus...
Special Education Advocates w/ Monica Martinez 19.04.2021 39:24
Council of Parents Advocates and Attorneys (COPAA) - https://www.copaa.org/ Partnership for Extraordinary Minds (XMinds) - https://xminds.org/ Suzanne Blattner & Associates - https://www.suzannekeithblattner.com/ Contact Monica at mmartinez@martinezadvocacy.com Monica Martinez, a Special Education Advocate with Suzanne Blattner & Associates in Montgomery County, Maryland, shares what a Spe...
Special Needs Remodeling w/ Scottie Pitts 12.04.2021 29:56
Website - http://pittselitecontracting.com/ Email - scottie@pittselite.com | Facebook - @pittselite Why does a company whose mission is helping families navigate the maze of disability services interview a contractor? Because many of us are looking to finish a basement, have an addition installed, or just renovate a bathroom/kitchen. And, speaking for myself, don't have a clue where to start...
Estate Planning with Kelly McCrea 05.04.2021 39:36
Website: https://www.kmclawmd.com/ Email: kelly@kmclawmd.com Phone: (443) 906-1477 Kelly McCrea is an estate planning attorney with KMC Law in Maryland. In this video, she explains what the components of an estate plan are and why it's important to get it done. This is a basic introduction, we don't spend too much time on any given topic - I will be circling back to do a deeper dive in lat...
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