Zebra Smash - Real Financial Planners | Real Conversations

We originally planned to talk with Melissa Donovan for about an hour, but it became evident pretty quickly that we would need way more time than that.  This episode is the second half of our conversation with her. While we spent a good amount of time on Medicaid and special needs trusts in the first part, we cover a lot of good stuff on ABLE accounts in this episode, along with other options like pooled trusts.  Melissa knows her stuff.  We didn't come close to stumping her on any of our questions.