After We're Gone

 

After We're Gone

Disabilities and Estate Planning

two people walk on a path

​Recorded on March 31, 2022

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.


ADN partnered with Everence to offer the webinar After We’re Gone: Disabilities and Estate Planning with Dennis LeFevre and Jennifer Lyle on Thursday, March 31. Additional hosts included Jeanne Davies (ADN executive director), Lyle Miller (Everence), and Mitchell Stutzman (Everence, ADN Board of Directors). Watch a recording of the webinar on Youtube.


Additional resources: 

  • Make Your Wishes Known is a booklet that covers general estate planning considerations.
  • The Personal Financial Affairs Directory is 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 is one of the organizations our presenter Jennifer Lyle is a part of. 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.

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