Financial and Estate Planning
A place to find information to help families and individuals manage finances, create an estate plan, and establish trusts which will not jeopardize governement benefits, adding quality and stability to the lives of individuals with disabilities.
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Managed by: Jack Styan of RDSP Resource Centre
Books, Publications & Reports (printed and/or online) (19 Products)
Electronic Media (8 Products)
Organizations, Programs, and Projects (10 Products)
People Who Can Help (1 Products)
Books, Publications & Reports (printed and/or online)
Electronic Media (Videos, CDs, T.V., Radio, Websites, etc.)
|14 Tips on How Parents Who Have a Child with a Disability Can Organize Their Estate|
This fact sheet tells parents how to set up their estate for a child with a disability.
|A Guidebook on Consumer Controlled Housing|
A guidebook for consumers and families on selecting and controlling one's own housing through ownership and rental
|A Good Life - For You and Your Relative with a Disability|
PLAN's (Planned Lifetime Advocacy Network) inspirational resource guide on long range planning for individuals with disabilities. A Good Life has been written for families, advocates, friends, professionals and care providers
|After We’re Gone: A Christian Perspective on Estate and Life Planning for Families That Include a Dependent Member with a Disability|
This book helps parents and families plan for the ongoing care of loved ones with disabilities. It is written from a Christian perspective.
|Estate Planning for People with a Chronic Condition or Disability|
This book is about estate planning for people with disabilities or chronic illness.
|Housing & Mortgages for People with Disabilities|
A guide to help persons with disabilities and their family members through the process of buying a home of their own. The entire guide is available online.
|How to Buy a Home When You Can't Afford It|
"Good news for those who think they cannot scrape together a down payment and get approved for a mortgage."
|Information Brief: Wills, trusts, and estate planning: choosing an attorney or financial planner|
A planning guide for parents.
|Legal Planning for Special Needs in Massachusetts: A Family Guide to SSI, Guardianship, and Estate Planning|
Attorney Barbara Jackins' book is resource for parents of children with special needs and the professionals and advocates who assist parents. Jackins covers the essential elements of SSI, guardianship, and estate planning.
|Letters of Intent Fact Sheet|
A fact sheet about how to create a letter of intent. Letters of intent are most often written by parents to share future hopes for a loved one with a disability. You can download it as a PDF file.
|Managing a Special Needs Trust: A Guide for Trustees|
This is a guide for anyone who is managing a Special Needs Trust for a person with disabilities.
|Mapping the Future: A Workbook to Prepare for the Future of Your Loved One with Special Needs|
This is a workbook for parents/guardians. It is a tool to help with planning for the future for their loved one with special needs. This workbook can be used as a "Letter of Intent."
|ONE STEP AHEAD: Resource Planning for People with Disabilities Who Rely on Supplemental Security Income and Medical Assistance|
This guide offers suggestions to people with disabilities who receive MA and SSI as to ways to have money or property without risk of losing their MA or SSI benefits.
|Parenting an Adult with Disabilities or Special Needs: Everything You Need to Know to Plan for and Protect Your Child's Future|
This book is about the concerns parents have when their adult children with a disabilities go out into the world, and what to do about addressing those concerns.
|Special Needs Trusts: Protect Your Child's Financial Future (Third Edition)|
This book is about how to set up a special needs trust for your child or a loved one. It includes a CD with forms.
|The Future is Now: A Future Planning Training Curriculum for Families and Their Adult Relatives with Developmental Disabilities|
This product gives families information about the future legal and financial issues for their adult relative.
|The Home of Your Own Guide|
A manual to help people with disabiities and families to understand what they need to do when preparing to buy a house.
|The Road Map to the Future: A financial planning guide for families of people with disabilities|
This is a user-friendly workbook for families dealing with a variety of issues and considerations when planning a secure financial and happy social future for a relative with a disability. While laws are specific to Saskatchewan, the ideas are universal.
|The Special Needs Planning Guide: How to prepare for every stage of your child's life|
A financial planning guide useful for the parents of a child with a disability and service providers who support them.
Organizations, Programs, and Projects
A housing co-operative offers economical "shared" ownership of housing, and intentional community. Several co-operatives include members with disabilities, and others are in development with a commitment to inclusion.
|My Lifebook: Future Planning for People with Developmental Disabilities|
"My Lifebook" is a DVD/CD and illustrated scrapbook that helps people with developmental disabilities and their families record the past and present, and plan for the future.
|New York State Developmental Disabilities Planning Council Planning for the Future|
A guide for families and friends on planning and transistion for persons with developmental disabilities.
|Peace of Mind for You and Your Relative with a Disability|
The Peace of Mind CD-ROM is based on the best selling book, A Good Life for You and Your Relative with a Disability. It contains stories, testimonials, tips and worksheets to help with future and financial planning.
|PLAN Monthly Ezine|
A monthly newsletter from the Planned Lifetime Advocacy Network (PLAN). This newsletter helps people with disabilities and their families plan for the future.
|Registered Disability Savings Plan Website|
Www.rdsp.com is a website detailing the Registered Disability Savings Plan which is a program for people with disabilities and their families, to help plan for their future financial security.
|Representation Agreements-Supporting your relative in making sound decisions|
This on-line course will explain Representation Agreements, a legal tool for people who want or need help with some decisions. It allows others to represent them in financial and health decisions.
|Wills, Trusts and Estates|
An on-line class to write a will and set up an estate. After you take the class, you'll be ready to meet with your lawyer to do this. Included: how to decide who to leave money to, setting up an account, and choosing who will carry out your wishes.
People Who Can Help
Al Etmanski is the President of A Planned Lifetime Advocacy Network, committed to meaningful and good lives for people with disabilities. He assists individuals and families in life-long planning including estate planning, guardianship alternatives,...
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