Planning Resources

PDF downloads designed to support you in navigating the world of special needs planning.

Featured Resource

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TEN FAQS ABOUT GUARDIANSHIP

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What is guardianship?

What are the types of guardianship?

When are guardianship or conservatorship appropriate?

What are the alternatives to guardianship?

What are the key roles and responsibilities of a guardian?

What qualities are important in a guardian or successor guardian?

How long do the responsibilities of a guardian last?

What are the financial responsibilities of a guardian?

How and when do you ask someone to be a guardian?

How do you implement your plan for guardianship?

Letter of Intent

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The Housing Checklist

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SIB Tips

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A Parent’s guide To Setting Up A Special Needs trust

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A Parents Guide To The Letter Of Intent

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Helpful Tips For Family Talks

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Divorce And Your Child With Special Needs

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The Five Factors Checklist

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The Able Account

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Government Benefits

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Talking The Talk

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Ten FAQs About Guardianship

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Life Insurance Strategies

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