6 basic steps to protect your loved one

  1. Have an estate plan that removes loved one from all assets.
  2. Determine loved one’s eligibility and maximize his or her needs-based governmental benefits.
  3. Establish a special needs trust to maintain quality of life.
  4. Write a Letter of Intent.
  5. Determine if Limited Conservatorship is appropriate at age of majority.
  6. Tell your family about your plan.

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