Each of our plans are designed to maximize government benefits and adhere to the strict rules of Social Security and MediCare. Here’s what they include:
LIFESTYLE GUIDE – a complete guide to caring for your child, minimizing dysregulation and maximizing well being, including:
- A list of what calms and re-regulates your child quickly as well as how to build rapport
- What your child is really like and what is important to him/her/them
- Daily schedule, friends and activities enjoyed most
- What your child eats and what should be avoided
- Protocols of medicines and supplements
- List of people who can help, including doctors, therapists and friends
- What you’d like for your child’s future
LEGAL DOCUMENTS – a complete estate plan for you and your spouse and a trust for your child that can ensure they have the right people and resources in place for their life. Including:
- Last will and testaments for you and your spouse
- Family or living trust and certificate of trust
- Special Needs Trust
- Powers of attorney in case you or your spouse become incapacitated
- Advanced health directive and HIPAA authorizations
- Final wishes
FINANCIAL PLAN – a plan that not only considers your child’s future, but also your retirement, and takes advantage of tax-saving opportunities. Includes:
- Up to three budget scenarios (typically live at home, group home, own residence)
- Plan for maximizing government benefits
- Strategies for ABLE and Special Needs Trust accounts
- Tax-saving strategies
- Insurance strategies