Our Full-day L.I.F.E.™ (Lasting Independence For Everyone™) Process Family Workshop for families and providers.
Upon completion, most families are prepared for a special needs attorney to prepare and finalize their legal documents and are ready to begin funding their plan.The L.I.F.E.™ Process Family Workshop will include the following topics:
1. Guardianship – Answers the question, “Who Will care for my loved one when I can’t?”
2. Trust Design and Types of Trusts
a. Is a Special Needs Trust the best?
b. How do we fund it, and when?
3. Proper Legal Documentation
4. Writing a L.I.F.E.™ Journal
a. Communicating Vital Information to future caregivers
5. Government Benefits and Programs
a. What are they?
b. When do we apply?
c. How to qualify?
d. How much will my loved one receive?
6. Sources of Income for your loved & Expenses to expect
7. Defining how much your loved one will need to live
8. Understanding where your money goes on a monthly basis
9. Funding Your Plan including an understanding of The Money Optimization Model, The Power4 Advantage & Asset Positioning Strategies
a. Getting the most from your financial situation
b. Being Coordinated, Organized and Efficient
c. Structuring your, your loved one, and your family’s finances so your loved one qualifies for Government Benefits
10. Education on using the proper financial products
11. How to divide assets among multiple children
12. Tax Tips and Strategies
This workshop can save families thousands of dollars in planning fees!
Please contact us at info@aspecialneedsplan.com if you would like a specific proposal for your group.