Stage3 Test

Create the Future Map™

Caring for the future of a loved one with special
needs requires a certain dimension of forethought
in addition to the usual estate planning concerns
regarding your taxes and transitioning your assets.

Working through the interactive forms in this Stage,
you’ll be able to work through key decisions that
you will need to relay to a qualified estate planning

Before you begin this Stage, we strongly suggest that
you listen to this brief webinar on Special Needs Trust
and Filter the Legal Options. Also, we have a quick
video to guide you through Stage 3 pages.

Select one of the following forms to work through (best done in order):

*PWD refers to person with disability

United States Trust Diagram

United Kingdom Trust Diagram
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