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You’re in a special situation – what now?


Some family situations require additional plan considerations!


Some parents need to make sure they provide for a child’s special needs. Other families have an asset or assets which require specific protections.

It is important to address those, proactively, to better control the situation instead of leaving it up in the air.

Have questions? Call me for a free conversation!










Plan Considerations for a Child with Special Needs

There are 3 main areas to consider when you create your plan to care for your child with lifetime special need concerns. Here are articles specific to each area to help understand each:

Guardianship: What, Why, When, How, & How Much

Public Support Programs: Protect & Maximize
 Base Provisions

Plan Considerations for Asset Protection or Preservation

(coming soon) – Parent Plans to Strategically Structure Assets for Your Special Needs Child




Life Planning Articles

Estate Planning Solutions: What is a Trust?

When building an estate plan, there are two main documents that you generally need to consider: a will and a trust. As we have previously discussed,1 a will is important for establishing a firm legal precedent for how you want your various assets to be handled. For some, it is the ideal option for handling… Read More...
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Comparing & Contrasting A Living Will & A Last Will

One of the many challenges of estate and life planning is that there are many documents that seem similar but serve very different purposes. For instance, it is easy to confuse the terms living will and last will and testament, but they are completely separate legal documents that meet different needs. As such, it is… Read More...
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Considering End-Of-Life Care: What Is An Advance Health Care Directive?

Nobody particularly likes thinking about death, but it presents a lot of questions that need to be answered, especially when it comes to how you or your loved ones want to be treated near the end of your life. You might think that you’ll be fine leaving it to the decisions of your doctors or… Read More...
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Estate Planning Essentials: What Is a Durable Power of Attorney?

As a person ages, their ability to make important decisions can become less clear. Additionally, they have a far greater chance of experiencing some kind of health situation in which they cannot voice their own wishes. In these scenarios, there needs to be someone in place who can make decisions for these people and act… Read More...
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Public Support Programs

Maximize and Protect Public Support Programs to Help Now and Protect Future Needs It is important for parents to know the options and what needs to be done to maintain and protect public support programs like: Supplemental Security Income (SSI), Medicaid, Child Benefits (under the Social Security work record of a parent) and associated Medicare,… Read More...
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Guardianship for Your Special Needs Child

The What, Why, When, and How of the Guardianship Process for Your Child who Needs a Lifetime of Care. “What happens if I can’t be here to take care of my child with special needs?” Regardless of a child’s needs, when a person turns 18, the “world” sees the person as his/her own legal person.… Read More...
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Three Key Differences Between A Living Will And A Last Will And Testament

Often, the terms “Living Will” and “Last Will” are used interchangeably, but in actuality, they are completely different legal documents that serve separate purposes. So many people have heard “you need a Will.” Unfortunately, it is not clear what that means, which document someone might mean, and the actual process to put a “will” in… Read More...
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Major Life Events Means It’s Time to Create A Will: Marriage, Divorce, Adoption

A will is considered a type of legal document that provides instructions on how to distribute your assets upon your death. If you die in Indiana without a will in place, Indiana intestate laws will determine who inherits all of your assets depending on their relationship to you. Accordingly, if you have certain distribution goals… Read More...
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5 Essential Documents and 5 Essential Questions

Many times, people believe an estate plan is accomplished with a “Will.” Many do not know or understand why. Additionally, they do not know that a “Will” is not enough, and, in fact, may not be necessary. “You know, you need to get a Will.” “Make sure you have a Will.” “My wife and I… Read More...
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You’ve Got the Power with a Power of Attorney

Indiana Elder Law Planning: Power of Attorney versus Guardianship – You can pay now (and pay less) or you can pay later (with more cost and time required). In this rapidly changing world, many people find – too late – that a doctor or a bank requires legally appointed authority to act. A person can… Read More...
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