Hi, I’m Randi Gillespie, Director of Special Needs Services at Oak Wealth Advisors, here today to share tip #9 of our Top 10 Special Needs Financial Planning Tips.

Tip number 9 is to prepare a guide for the care of your loved one with special needs, as we like to call it, the Ultimate Care Guide.

This document, which can be either a Word document or completed electronically, is one of the most important documents that families can complete to ensure that their loved one is taken care of when current caregivers are gone. As difficult and challenging as it may be to think about the future, it’s extremely important that when the parents are no longer able to support the individual, the next person won’t skip a beat in caring for the individual based on their personalized needs, likes, and dislikes.

We encourage you all to check out various resources we have on our website and our YouTube page about the Ultimate Care Guide. Thank you so much for watching and look out for tip number 10 coming next month.