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Derek Stone

What does a Special Needs Trust accomplish?

A Special Needs Trust is used when you have a loved one in your life that will need some manner of assistance in the future. The amount of assistance can vary from protecting against basic financial vulnerabilities to providing full 24-hour care. If you have a Special Needs loved one in your life, regardless if their condition is mild or severe, you should consider the use of a Special Needs Trust in your planning. Read More »What does a Special Needs Trust accomplish?

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 »Some Legal Concerns – Special Needs Trusts

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 »Preparing your Caregiver Instructions

Decide what you want for the future of your Special Needs loved one

If you don’t wake up tomorrow or tragedy strikes you today, do you have a plan in place to care for your Special Needs loved one?

This is a tough question, and one that is not always very easily addressed.  However, when dealing with a loved one that has a disability, your planning for their future must be of paramount consideration.Read More »Decide what you want for the future of your Special Needs loved one