Review your retirement, investment, and trust accounts
We help families in Texas, Massachusetts, New Jersey, and New Hampshire plan for the future of their child with special needs, and part of that planning means knowing what you have. We recommend you periodically review all your accounts and assets to
- Make sure you remember what you have (as nice as it is to “find” money in the state unclaimed property lists, it’s better not to lose it in the first place)
- check the amount you have in it
- review whether you have a beneficiary named on the account and whether it is the correct beneficiary for your plan
- make sure that your property and any beneficiary designations still match your overall plan
Make a list of your current assets, their amounts, and the beneficiaries. If you need to make any changes, make an appointment with your financial planner or attorney to go over your situation.
Review your will, power of attorney, medical documents, and trust documents
After you take a look at what you own, take a look at the documents you have to take care of that property, both before and after your death.
- Are your fiduciary agents still the right people?
- Have there been any weddings, births, divorces or deaths that require changes to your plan?
- Have you moved to another state or had a significant change in your assets?
If you need to make changes or have questions about any of the changes in your life, make an appointment to see your attorney to make sure your plan is up to date and still does what you want it to do.
Parker Counsel Legal Services serves families in Central Texas,, the Dallas Metro area, Western Massachusetts, Northern New Jersey, and the New Hampshire Seacoast with special needs estate planning, special needs trusts, and guardianships. Contact us for a consultation at 833-RED-BOOT (833-733-2668) or firstname.lastname@example.org