|
tm |
Financial & Legal Advice
Financial Planning
There are critical financial decisions that must be made when developing a comprehensive plan. Understanding the financial issues involved in planning can help families avoid crisis-based decision-making, protect assets and ensure that resources are directed to assist your loved one with a disability.
In order to manage financial resources, we assist families in assessing income, assets (resources) and public benefits.
Legal Planning
There is peace of mind in knowing that your financial affairs will be responsibly handled and personal wishes respected, in the event that a caregiver becomes disabled, incapacitated or unable to act on behalf of a loved one with a disability.
Peace of mind comes from preparing written documents, with the help of an attorney, that specify who is empowered to handle legal and financial affairs. Future Care Planning Services helps families understand options for legal planning, including:
- Trusts—Supplemental Needs Trust/Community-Based
Pooled Trust - Review of all legal documents, including Wills
- Representative Payee
- Guardianship
- Burial Fund
