Our long term readers know that every January, our team loves to remind our clients and friends to review their Special Needs and Estate plans for updates. As our children grow and develop (and conquer new goals) our plans also need maintenance to ensure they remain a true and updated reflection of our future plans.
Remember that your Special Needs Plan is more than a collection of legal documents – it’s a reflection of your values, goals, and care for loved ones. It’s also a guide for distributing assets (which change, and hopefully grow), identifying important roles, and designating caregivers and a circle of support,
We’ve included these updated checklists if you’d like to conduct a “self-audit”. If it’s time to sit down with us for a full plan review and update, please contact us for an appointment. We recommend a full plan review and audit every 5 years. Whatever route you choose, taking action now can avoid complicated and expensive issues down the road!