Before You Say 'I Do': 5 Questions to Ask Your Special Needs Attorney
If you are considering saying ?I do? and currently receive?SSDI, SSI, Medicaid, or any other disability-related benefits, get...
Read moreIf you are like most people, you didn't assemble your special needs plan all at once. You may have created a special needs trust in 2001, purchased life insurance to fund it in 2005, established a guardianship when your child turned 18 in 2008 and drafted a Memorandum of Intent last year. Now all of the documents that make up your special needs plan reside in various envelopes "strategically" placed in different drawers or folders all over your house. While this filing system may make perfect sense to you, it could be a nightmare for your loved ones if something happens to you.
It is very important for everyone, but especially for parents of children with special needs, to establish an organized system for conveying information about their special needs plan to the people who will be carrying it out. The best way to do this is to create a special needs planning binder or file that contains, at the very least, the following key documents:
Once you have created this binder, you need to make sure that your relatives or friends can find it easily, so don't lock it in a safe deposit box that no one can access!
Local Special Needs Planners in Your City
If you are considering saying ?I do? and currently receive?SSDI, SSI, Medicaid, or any other disability-related benefits, get...
Read moreDoctors recommend annual physicals, but did you know that your special needs plan should be reviewed with your attorney at le...
Read moreThe risks of designing your own special needs plan, without the guidance of a professional, far outweigh the potential reward...
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