Press Article: Caregiver Seeks Assistance for Son’s Future
In a heartfelt letter, a concerned mother seeks advice for her adult son who faces significant psychological and chronic physical health challenges, underscoring the difficulties faced by caregivers in similar situations. With her son relying heavily on disability income for essential medications, doctors’ appointments, and frequent hospitalizations, she has taken proactive measures to secure his financial future after her passing.
Her attorney advised her to appoint an executor for her will, which would help maintain her son’s eligibility for disability benefits by preventing his assets from exceeding the required limits. She worries about entrusting this role to her elderly peers, who may not be around to assist. A younger friend has been considered for the role but expresses reluctance due to the daunting responsibilities involved.
To better understand the intricacies of such an arrangement, the mother consulted attorney Lindsey Weidenbach, who highlighted the extensive duties that come with being an executor. Weidenbach suggested considering a trustee for the trust, which might involve simpler responsibilities, alleviating some of the burden on her friend.
Moreover, open communication between the mother and her friend about the specifics of the role may assuage her friend’s concerns. The mother is also encouraged to reach out to supportive organizations, such as the Academy of Special Needs Planners, for additional guidance.
The mother’s journey reflects a common struggle among caregivers who seek to ensure the well-being of their loved ones while managing the complexities of long-term care and estate planning. As she navigates this distressing chapter, her proactive approach serves as a poignant reminder of love and responsibility that defines caregiving.
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