When it comes to estate planning, it's important to know that it is a process, not a one-and-done event. The same is true for creating a special needs plan.

As she does every January, host Annette Hines kicks off the new year with a discussion on the importance of special needs planning. In this episode, she is joined by her favorite podcast guest, her husband and law partner, Mark Worthington, as they discuss the things parents, guardians, and caregivers should update in their special needs plans to start 2021 off on the right foot.

The chaos, loss, and uncertainty we all faced last year have brought more people out to create plans than ever before. While these tools have existed for a long time, the sense of urgency for setting up these vehicles is notably high as the concept of developing a plan has become more real and more important to those with disabilities or a disabled loved one under their care.

Together, Annette and Mark have developed 3 easy steps for refreshing your estate plan in the new year.