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Where to Start with Special Needs Estate Planning: Steps to Success
Manage episode 374538969 series 3490567
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Knowing where to start with estate and special needs planning can be an intimidating task. However, don't be daunted, because this episode is your lifeline to understanding and managing this process effectively. Host Annette Hines describes the types of life planning she does for clients -- estate planning, guardianships and legal authorities, and advocacy and public benefits. Plus, she shares insightful tips on seeking the right professionals who can help steer your journey and provide the support you need. Diving into the heart of planning, Annette presents an easy way to begin to map out a life and estate plan. 1. Outline your list of support people, known as your Circle of Care: List the important people in your life who fulfill specific roles in your life and those of your disabled person. 2. Gather all of your stuff and identify: What do I own? Where are my assets, both tangible and digital? What are my debts? What types of work benefits do I need to explore more like long-term care insurance? 3. Find an estate planning attorney and financial planner who understand your family and have special needs planning experience. Mapping out these three elements is a great start to preparing to create a more comprehensive special needs estate plan. You can do that in our online Special Needs Estate Planning Masterclass that provides you with a course and workbook to gather all of your resources, create a comprehensive financial outline, and more! Plus, you can save 50% on the course with the code: PARENTING Visit our Special Needs Academy website for more details: https://enroll.specialneedsfamilyservices.com
Have you been searching for a law firm that understands the unique challenges of your family? We can help you at Special Needs Law Group put legal planning in place to protect you and your loved ones now and in the future. Book a free call today with our team or contact us via our website: specialneeds-law.com/contact.
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