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Planning Tools
Parents come up with many barriers to planning but there are no excuses.
Don't let the fact that you do not have all the answers discourage you from continuing. When it comes to planning for the future of your relative with special needs, something is better than nothing. Plan with the answers you have now and revise the plan as things change. PLAN/NJ can help with a CarePLAN, which provides a history of your relative, documentation of the family's concerns and wishes for the future, and a blueprint for future caregivers.
Often, the hardest part about planning for the future is getting started. To help, PLAN/NJ has developed tools and fact sheets that can raise important questions, inspire ideas and help families to gain control over the planning process. To get started, take a look at the critical questions you should ask yourself about the support your child will need and the twelve steps that can help guide you through the planning process.
One of the most important components of an estate plan that includes a relative with special needs is a special needs trust. It is crucial that families understand the reasons for these trusts, the benefits and requirements and the responsibilities of a trustee. PLAN/NJ also offers the PLAN/NJ Community Trust, a pooled trust that provides beneficiaries with professional investment management and low minimum investment requirements.
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