Special Needs Planning Quiz

Do you have a vision of how your loved one will live when you are no longer here?  

Have you formally identified a guardian, conservator, or trustee for your loved one?

Do you have a complete understanding of Supplemental Security Income (SSI) or Social Security Disability Insurance (SSDI) and other government benefits?    

Do you have a written Letter of Intent that future caregivers can follow?

Do you have a Special Needs Trust set up to preserve government benefits?

Have you made provisions to fund your loved one’s trust with life insurance or other assets?  

Have you coordinated your Special Needs planning with other relatives?    

Are you certain your loved one will be able to earn a living sufficient enough to support themselves without your continued support?  

Are you confident government benefits will sufficiently support your loved one in a manner that is acceptable to you?           

Are you confident you have done everything possible to protect your loved one’s financial future?                            

 If you answered ‘no’ to any of these questions or are simply unsure, then the process of Special Needs Planning can only help your loved one.  A Special Needs plan can provide the vitally important support structure that is so necessary to protect your child in your absence.

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