Six Steps to Special Needs Planning

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PLANNING FOR THE FUTURE OF YOUR LOVED ONE WITH A DISABILITY CAN BE CHALLENGING.

Planning for the future is a necessity, because predicting the future is impossible. From special needs estate planning and special needs trust administration to guardianship, the law is complex and constantly changing. We can help you and your family plan for the future. Let us help you develop a life plan so that you have peace of mind. We're here to help you and your family. Below you will find the six steps that every family with a loved one with special needs should take to feel secure in their planning.

When you have a loved one living with special needs, proper planning is not a choice, it is a necessity and a gift to your loved one.

6 basic steps to protect your loved one:

1.) Have an estate plan that removes loved one from all assets.

2.) Determine loved one's eligibility and maximize his or her needs-based governmental benefits.

3.) Establish a special needs trust to maintain quality of life.

4.) Write a Letter of Intent.

5.) Determine if Guardianship is appropriate at age of majority.

6.) Tell your family about your plan.

JCloud Law‚ P.C. Is Here for You

At JCloud Law‚ P.C., we focus on estate planning and asset protection. We are here to listen to you and help you accomplish your estate planning goals in the most efficient manner possible.

Contact Us Today

We are committed to answering your questions about estate planning and asset protection issues in Arizona and California. We offer free consultations and we'll gladly discuss your case with you at your convenience. Contact us today to schedule an appointment.

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