The Letter of Intent is the most important document that you can prepare in the estate planning process because it will help the people that will be caring for your child interpret your hopes and desires for your child. This is not a document that is prepared by an attorney nor is it a formal [...]
As the sibling of a brother with Autism and other developmental challenges, and a career financial advisor who focuses on working with families with special needs members, I have seen a number of common financial planning mistakes made by families all of whom had the best intentions. Even when attorneys and other specialists are included [...]
When planning for the future it is essential that you have all your document in order. As a general rule, we should keep our estate planning documents in a safe place, which is readily accessible in the event they are needed. Parents of children with special needs should also use a binder that contains all the [...]
