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Disability Planning Considerations When Moving to a Different State

Essential Tips for Parents and their Advisors to Ensure Continued Support and Services

Eric Jorgensen's avatar
Eric Jorgensen
Jul 24, 2024
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Photo by Rasmus Gerdin on Unsplash

Relocating to a new state can be an exciting yet daunting experience, especially for families who have a loved one with a disability. It’s crucial to ensure that the support and services your family relies on remain uninterrupted.

A while back I created a checklist designed specifically for parents and financial advisors to help navigate such a move's unique challenges and considerations, and it was offered as a free download on the True North Disability Planning website. Now that I’ve merged with Visible, True North’s website, and its resources, are no longer available. Visible clients have access to me on an “as-needed” basis to help with all of their Disability planning needs.

This article provides an overview of what was on the checklist, and it’s included later.

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