Some Legal Concerns – Special Needs Trusts

When planning for the future of a Special Needs loved one, having the right legal documents is paramount. You may be using a Last Will & Testament or you may be using Living Trusts to transfer assets to your beneficiaries in the future. Of course, multiple approaches work; however, please keep in mind these simple concerns when putting together your legal documents when planning for the future of your Special Needs loved one. Read more

Preparing your Caregiver Instructions

If you are no longer around, what does a future caregiver need to know?

The first step in preparing your Caregiver Instructions is to ask yourself several questions about your Special Needs loved one. These questions will help you answer the one basic question: what does a future caregiver need to know?  These questions should cover topics including medical care, social activities, religious desires, education capabilities, preferred residence, and behavior management – just to name a few. Read more