2025 Planning Ahead: Estate Planning workshop Part I скачать в хорошем качестве

2025 Planning Ahead: Estate Planning workshop Part I

Please email HandoutRequest@slarc.org if you would like to receive a copy of the handouts from this event. Are you supporting a loved one with intellectual or developmental disabilities? In this webinar, you’ll discover how to create a solid financial and estate plan that protects your family’s future—without jeopardizing eligibility for vital public benefits. We’ll cover key planning strategies including special needs estate planning, estate tax considerations, creditor protection, wills and trusts, avoiding probate, and property and asset distribution. Designed for families and caregivers of individuals with disabilities of any age, this workshop walks through a real-life example using “Joey,” a person with special needs, and his sister “Emily,” to clearly illustrate common challenges and solutions. Whether you're just beginning to plan or revisiting an existing strategy, this webinar offers practical guidance to help you safeguard your loved one’s future while maintaining access to critical supports. 00:00 Reasons for an estate plan 03:10 Reasons for an estate plan - planning for incapacity 09:45 Purchasing a home for the individual with disabilities 11:13 Reasons for an estate plan - avoidance of probate 21:06 Planning for proper disposition of an estate Please continue to Part II:    • 2025 Planning Ahead: Estate Planning works...   St. Louis Arc website: https://www.slarc.org/ St. Louis Arc calendar of events: https://www.slarc.org/programs/calend... St. Louis Arc weekly enewsletter sign-up: https://www.slarc.org/get-involved/si... Connect with Us:   / stlouisarc     / stlouisarc   #StLouisArc #SpecialNeeds #EstatePlanning