How We Help

Benefit review

Understanding the financial issues involved in planning can help families avoid crisis decisions, protect assets and ensure resources are directed to assist your loved one with a disability. We will help you assess income, assets and public benefits.

Legal review

Future Care Planning Services helps families understand options for legal planning including:

  • Trusts—Supplemental Needs Trust/Community Pooled Trust.

  • Review of all legal documents, including wills.

  • Representative payee.

  • 17-A Guardianship.

  • Burial funding.

17-A Guardianship

When a person meets the statutory definition of intellectual or developmental disability that person may be the subject of a 17-A Guardianship proceeding. An Article 17-A Guardianship is a legal proceeding that takes place in the Surrogate's court of the county in which the person with I/DD resides.

There are less restrictive ways to serve a person with developmental disabilities. Available supports, entitlements and resources in the community may eliminate the need for the appointment of a guardian. Future Care Planning Services helps families evaluate all alternatives to determine the appropriate needs of the individual with intellectual and/or developmental disabilities.

Health Care Proxies

We help you understand and prepare health care proxies.

Health Insurance Planning

We explain health insurance options.  

Housing

We explain all the options and costs associated with today’s confusing array of choices.

Community Supports

We help you understand community support programs that can foster independence and enrich the life of a loved one with a disability.

Learn more about 17A Guardianship