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Tips on Planning

Here are a few quick tips to help you with your planning for a Special Needs loved one. This is a short and simple list, created in order of importance, for when you are just starting out with your own planning. Please contact us if you need some help putting your plan together.

  1. Get Organized – put all of the important information that a future caregiver will need into a convenient binder (check out our Life Plan Builder).
  2. Create a Circle of Support – determine which family, friends, and professional members are going to be a part of your plan.
  3. Your Legal Framework – make sure you have a good estate plan with trusts, wills, and powers of attorney for yourself and establish a Special Needs Trust (the best vehicle to provide supplemental care for your loved one’s future) for your child’s benefit.
  4. Determine your Resources – you need to determine how much money you have, how much you need for your child’s future, and how you are going to make up the difference (if necessary).

Check back often for help with your planning issues as we will continually offer tips on various topics relating to your Special Needs loved one.

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