44 | Estate Planning for Special Needs Caregivers: How To Start Now

As a caregiver of someone with disabilities, the reality of planning for the future becomes a tapestry of legal knowledge and deep compassion. My guest, attorney Adriane Grace, knows this all too well, as her law practice focuses entirely on estate planning for families of people with disabilities. This discussion goes beyond the paperwork. We discuss the emotional weight of guardianship and legacy, and how crafting a 'love letter' for future caregivers is not only a testament to the love and gratitude we feel toward them but a practical guide for ensuring continuity of care. Adrian underscores the importance of having a solid plan in place, shedding light on the less visible, yet equally important, facets of special needs planning.

Adriane explains the difference between supplemental, special needs and living trusts and why each family needs a legal advocate to help them determine which trust would work best for their family situation. She also talks about what parents can do, even when their child is young, to help ensure that their legacy of support will not interfere with any government services they might receive in the future.

If you are feeling overwhelmed about the prospect of planning for your loved one's future after you are gone, this episode is a great place to start.

How to connect with Adriane and her law firm:

https://www.gracelawoffice.com/

Hey! Are you a parent of a loved one with a disability? Have you ever wanted to be on a podcast? Then I want to hear from you! Literally! Send me an audio message that I can include in an upcoming special episode.

Just ⁠⁠⁠click here⁠⁠⁠ to be directed to a website where you can record your response to the following question:

If you could go back in time to when your child was first diagnosed with a disability, what would you tell yourself?

I would LOVE to hear from you!!

And finally, if you have been wondering how long you need to keep certain documents, whether its a utility bill, and IEP, medical records, or an insurance policy, I have a quick and accessible one-page document for you to download that shares exactly how long you should be holding on to these items and when you can let them go (e.g. shred and/or recycle.)

⁠⁠Click here⁠⁠ to get on my email list and I will send this handy doc straight to your inbox.

And I promise I won't start bombarding your inbox with emails -- that is just not my style. I just want to be able to stay in touch and keep you informed occasionally of resources to help you reclaim whatever it is YOU need!

Happy Organizing!

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