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Estate Planning and Financial Planning

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Estate Planning and Financial Planning

Beyond Wills & Trusts
Website about estate and financial planning with information about the planning process, articles, letter of intent form and a checklist; links and resources.
http://www.specialneedsplanning.com/

Eparent.com
Series of articles on life planning and financial planning from Exceptional Parent magazine. Article topics include: special needs financial planning professionals, planning for settlement distributions, cost of life-time quality care, guardianship, special needs trust, government benefits, letter of intent, general planning tips, information for grandparent estate planning, alternatives to Uniform Gifts to Minors accounts.
www.eparent.com/lifeplanning/default.htm

Financial Planning for Adults with Disabilities Prepare for the Future With a Special Needs Trust
Article written by attorneys about setting up a special needs trust.
http://www.fragilex.org/html/financial.htm

Future Planning
Future planning information.
http://www.state.oh.us/olrs/fsc/ASP/PlanForFuture.asp

Letter of Intent
Letter of intent form; sharing information about how a child or young adult communicates with his parents and how they communicate with them
http://icanonline.net/news/fullpage.cfm?articleid=72EA37AF-4F5E-4716-A2FEF7126D264249&cx=

Merrill Lynch
Financial information for parents of children with disabilities from Merrill Lynch. There is an online calculator to use to figure out long term costs.
askmerrill.ml.com/snc/start.asp

Met Life
Met Life publication about planning for the future for a child with a disability.
http://www.metlife.com/Applications/Corporate/WPS/CDA/PageGenerator/0,1674,P1265,00.html

NICHCY
The website has a Digest on estate planning.
http://www.nichcy.org

Special Needs Trusts
Special needs trust information from a site about Autism Spectrum Disorder.
http://www.autism-pdd.net/autism.htm

The Arc
Future planning resources from the ARC.
http://www.TheArc.org/misc/futplan.html
http://www.thearc.org/futplan.html
Future Planning: Making Financial Arrangements with a Trust
http://www.thearc.org/faqs/trustqa.html
Future Planning: Guardianship and People with Mental Retardation
http://www.thearc.org/faqs/guard.html

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