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Planning Now: Futures and Estate Planning Guidebook

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Planning Now

Planning Now: A Futures and Estate Planning Guide for Families of Children and Adults with Developmental Disabilities

About this Guide
Planning Now is not a do-it-yourself guide. Rather it is intended to explain
important issues and ideas for you to consider; provide a basic understanding
of financial, legal and planning tools that may help you organize and
develop your plan; and assist you to select and work effectively with planning
professionals. This guide is not intended to take the place of appropriate
professional assistance.
Planning Now was written for parents who have a son or daughter of any age
with a disability. It will be useful, as well, for other family members, close
friends, and professionals like resource coordinators, financial planners,
attorneys, and others who help families plan.
The guide is intended to provide information and ideas that are useful to families,
regardless of how many, or how few, assets they may have.
For readability, we use the word “child” to refer to adults and minor children.
The book also occasionally use “he” and “she” interchangeably but are always
referring to both boys and girls, and men and women.
All information is correct to the best of our knowledge as of December 2011.
However, because government benefits, laws, regulations, and programs
change, we urge you to verify information when you begin planning.
This publication is designed to provide accurate information regarding
the subject matter covered. It is provided with the understanding that the
authors and publisher are not engaged in rendering legal, financial or other
professional service. Some information may be specific to Maryland.
For Important Updates to this guide, go to:
Families are strongly encouraged to consult with an attorney and other professionals who have knowledge and expertise in
estate planning as it pertains to the particular needs of people with disabilities.
Click HERE to view or download Planning Now in PDF format. 
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