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 breaks it down, simplifying the complexity, and presenting you with a three-pronged approach to life planning – 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.

The first step in the planning process is about identifying the people in your life and understanding who you can count on for support and where there might be gaps that need to be filled. It may seem like a daunting task, but it’s important to remember that it’s a process, and it’s okay to start small and gradually build up your support network.

The second step is about understanding your circles of support, which are a key element in the planning process. This involves building a network of individuals and professionals who can provide the necessary support and assistance when needed. It’s important to remember that this is not a one-size-fits-all process, and your circles of support will likely change and evolve over time.

The third step relates to creating an overview of your financial situation and answering questions like:  What do I own?  Where are my assets? What are my debts?  What types of work benefits do I need to explore more like long-term care insurance? It’s essential to understand the financial aspects of your life, as they can significantly impact your overall planning process.

When it comes to finding the right professionals to guide your journey, it’s important to do your research and ask the right questions. These professionals should have the necessary experience and expertise in the field of estate and special needs planning. They should also be able to provide you with the necessary support and guidance, helping you navigate through the complexities of the planning process.

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:

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