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Estate Planning

 

We all need to plan for what will happen with our property, possessions and money after we die. Estate planning involves making a plan in advance to ensure your legal and financial wishes are carried out according to your wishes. There are many services and resources to assist you as you develop an estate plan to address your particular situation and family.


 
Currently showing 14 local programs & services.
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    LOCAL

    Estate Planning

    Programs that offer a review of options and assistance to people who want to provide for the administration and/or protection of their assets during their lifetime, develop a plan for managing their finances in the event of a disabling illness, prepare binding instructions for the health care they wish to receive or avoid should they become terminally ill, make arrangements for the disposition of their assets with a minimum amount of taxation upon their death and provide for the administration of their estate should their spouse or other beneficiaries be incapable of managing their affairs.

    Statewide and Nationwide

    Estate Planning

    Programs that offer a review of options and assistance to people who want to provide for the administration and/or protection of their assets during their lifetime, develop a plan for managing their finances in the event of a disabling illness, prepare binding instructions for the health care they wish to receive or avoid should they become terminally ill, make arrangements for the disposition of their assets with a minimum amount of taxation upon their death and provide for the administration of their estate should their spouse or other beneficiaries be incapable of managing their affairs.

  • Future Financial Planning for People with Disabilities

    The Arc Center for Future Planning has developed a video series for people with intellectual and developmental disabilities (IDD) and their families as they plan for the future, including having a financial plan. Video topics include information and resources on ABLE Accounts and Special Needs Trusts. These videos are also available in Spanish

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