The Waller CollectiveReturn to ResourcesAn Auntie Said Get Covered™ Resource
Protecting Your
Child's Future
A caring first step for families thinking through life insurance, Special Needs Trusts, estate planning, and a future care plan that protects more than money.
The key is to start somewhere and build from there.

From Auntie Tam—and One Autism Mom to Another
I know this is a tender conversation because I am walking through these same questions for my own son. Love and good intentions matter deeply, but they are not a legal or financial plan. I am in this with you. Our children deserve love, preparation, and a plan built around their actual lives.
— Tamara R. Waller, Founder & Financial Advisor
Come sit with Auntie for a minute
The child's life
is the plan.
Auntie made this guide to help you see which pieces should work together, ask better questions, and begin building your family's plan one clear step at a time—without pressure, judgment, or scare tactics.
- 01
Beginning the life insurance process
- 02
Building a coordinated estate plan
- 03
Establishing a Special Needs Trust
- 04
Reviewing beneficiary designations
- 05
Documenting guardianship and caregiver wishes
Clarity before decisions
You do not have to
figure it all out today.
Start with one clear step. Read the guide, write down your questions, and when you are ready, come sit with Auntie Tam.