The 6 Clarity Conversations
Download our Brochure- The Big Vision Conversation™
- What do we want for our Special Needs Loved One, short and long-term?
- What do we want for ourselves, short and long-term?
- What are we most concerned about?
- What advantages do we have?
- The Care-Giving Conversation™
- Who will care for our Loved one when we cannot?
- Where will my loved one live?
- What will our loved one's lifetime of care cost?
- How do we pay for the care?
- The Money Conversation™
- Do we have enough money for our lifetime, and the lifetime of our Loved One?
- How can we ensure we have enough money today and tomorrow?
- How do we protect that money so it is used effectively, and so it does not run out?
- How can we be fair to our other children?
- The Government Benefit Conversation™
- Which ones do we qualify for?
- How do we qualify?
- When do we qualify?
- Once we begin receiving, How do we ensure we never lose them?
- The Communication Conversation™
- Have we communicated current and future care wishes with our family & Friends?
- Do future caregivers know all important people in your loved one’s life?
- Do future caregivers know your loved one’s daily activities?
- Does extended family understand how to gift money, properly?
- The Coordination Conversation™
- How do we link financial, legal, government benefits, healthcare, tax and communication strategies into one cohesive plan?
- What is the impact on your plan, your family, and your loved one if tax rates rise, markets decline, government benefits change or you all live longer than you expect?