Estate Planning
Caring for someone who is dependent due to a significant disability is a major responsibility. Making provisions for that person’s physical, emotional, and financial well-being after the death of the caregiver can be complex and confusing. This webinar is a resource for estate planning for families with a dependent disabled family member.
This webinar was a partnership between Everence and Anabaptist Disabilities Network. Watch a recording of the webinar here.
About the Presenters:
Dennis LeFevre and Jennifer Lyle work at Everence. Additional hosts include Jeanne Davies (ADN executive director), Lyle Miller (Everence, ADN Board of Directors), and Mitchell Stutzman (Everence, ADN Board of Directors)
Additional Resources:
Additional resources:
- Make Your Wishes Known: a booklet that covers general estate planning considerations.
- The Personal Financial Affairs Directory: a document that allows you to gather data about personal information and accounts.
- After We’re Gone: A Christian Perspective on Estate and Life Planning for Families That Include a Dependent Member with a Disability. Published by Anabaptist Disabilities Network.
- The Special Needs Alliance: Access a directory of attorneys who understand the intricacies of disability law. Their directory is searchable by state.
- Everence members are eligible for a “Will Preparation Grant,” which reimburses $50 of the cost for a new or updated will. Additionally, should a Special Needs Trust be the appropriate solution for your situation, the Everence Trust Company is able to manage such a trust on your behalf.
