Join us for this FREE webinar in the AUSOM Monthly Speaker Series

What Is Your Life Plan? – Part #2

June 14, 7:00PM – via Zoom

PLEASE NOTE:  If you registered for Part #1 in January 2022, you do not need to register again!  

Speakers:

James Curran and Monty Knittle, Curran Knittle Group – Harbor Investment Advisory

Mary O’Byrne, O’Byrne Law, LLC

Kelly Nelson, Maryland ABLE

Part 2 of a two-part series for parents and guardians to think through the process of planning for the day when they are no longer there to care for their loved one.  We’ll take the next steps to help you plan and communicate your vision for your loved one’s future, as well as how to work through the practical considerations.

You can review the recording of Part 1 of the series and supporting materials HERE

Topics to be covered:

• Letter of Intent: how to communicate your desires for your young person and include important details to share with future caregivers after your death
• Wills and Special Needs Trusts – Where to begin?
• Guardianship /Alternatives to Guardianship – What’s the difference?
• Maryland ABLE Account – What is it and how can it benefit your loved one?
• Other important but difficult topics