Stage 3

Stage 3FanningInc2024-06-05T13:48:20-05:00

Create the Future Map™

Caring for the future of a loved one with special needs requires a certain dimension of forethought in addition to the usual estate planning concerns regarding your taxes and transitioning your assets.Working through the interactive forms in this Stage, you’ll be able to work through key decisions that you will need to relay to a qualified estate planning attorney.Before you begin this Stage, we strongly suggest that you listen to this brief webinar on Special Needs Trust and Filter the Legal Options. Also, we have a quick video to guide you through Stage 3 pages.

Select one of the following forms to work through (best done in order):

Naming the Money People
Determining the Remainder Beneficiaries
Coming of Age Decisions
Naming the Future Care People
Incorporation Into the Family Plan
Implementation of Estate Plan
Family Coordination

*PWD refers to person with disability

United States Trust Diagram

United Kingdom Trust Diagram

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103 Schelter Road, Suite 10
Lincolnshire IL, 60069

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, consulting, and educational services are offered through Protected Tomorrows. Protected Tomorrows is a separate and unaffiliated entity from Simplicity Wealth. Form CRS.

Mary Anne Ehlert, CFP®
Founder and Partner

Mary Anne Ehlert is a nationally recognized expert in special needs planning. As a Partner of Simplicity Group and Founder of Protected Tomorrows, a Simplicity Group commitment, she leads the organization in providing advocacy, education, and planning support to families with loved ones who have disabilities.

Mary Anne founded Protected Tomorrows more than 35 years ago after her family’s personal journey with special needs planning for her sister Marcia’s future revealed a lack of available resources. She has since dedicated her life to building those resources for others.

Prior to founding the company, Mary Anne spent over two decades in corporate financial services. Today, she speaks at national conferences, hosts educational webinars, and leads virtual training programs for families and caregivers of people with special needs and disabilities.

Mary Anne has served on the boards of several disability-focused organizations, including the National Disability Institute, Special Olympics Illinois, a SEDOL Foundation and Gateway to Learning. She currently serves on the boards of the Special Olympics Illinois Foundation, Cornelia de Lange Syndrome Foundation, Integrative Touch, and the Tails for Life Advisory Board.

Mary Anne resides in Barrington, Illinois with her life partner and her three pups. She is proud mother of three stepsons, one who lives independently and shares his life experiences with his peers with disabilities.

Contact Information:

103 Schelter Road, Suite 10 Lincolnshire IL, 60069

Phone: (847) 522-8086

Create the Future Map™

*PWD refers to person with disability

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