Planning for the Future Resources

Planning for the Future is not just about transition from life stage to life stage, but also realizing that your child will become an adult some day. Adult services are not FREE. Setting up ABLE accounts to start saving for adult life or using some of the Charting the Life Course materials can help you plan for the future while your child is young. The other ideas may need to be addressed as your child gets older.

Family to Family has put most of our Planning for the Future documents onto our Texas Project FIRST Website.

ABLE Accounts – Check out their state comparison tool as well, as learn how to use an ABLE account along with a Special Needs Trust.

Charting the Life Course Materials and Videos

Letter of Intent Sample – The Arc of The US

Supported Decision Making – Overview, Sample Forms, Videos

Guardianship & Alternatives to Guardianship

Crafting a Financial Strategy for Your Special Needs Family – MassMutual Greater Houston blog

Financial Planning Q&A – Answers to questions about Special Needs Trusts, ABLE Accounts, SSI/SSDI, etc. by the Academy of Financial Planners