Individual Package– Stand-Alone Planning Tools
Price is $23.99 each.
If you are not prepared to begin and complete the LIFE™ Process, we offer individual planning tools that will add more substance to your existing strategy. You can purchase these as individual items for $23.99 each or as a set of all 3 for $49.99 in the Bundled Package.
1. L.I.F.E.™ Journal
This Journal is A Special Needs Plan’s version of a Letter of Intent. It is a “How to” guide for the next caregiver of your loved one. It provides instructions for those that will come after you, so that your loved on has as smooth a transition as possible after you are no longer able to care for them. It includes three sections:
If you are not prepared to begin and complete the LIFE™ Process, we offer individual planning tools that will add more substance to your existing strategy. You can purchase these as individual items for $23.99 each or as a set of all 3 for $49.99 in the Bundled Package.
1. L.I.F.E.™ Journal
This Journal is A Special Needs Plan’s version of a Letter of Intent. It is a “How to” guide for the next caregiver of your loved one. It provides instructions for those that will come after you, so that your loved on has as smooth a transition as possible after you are no longer able to care for them. It includes three sections:
o Day to Day activities
o Medical History
o Your Goals and Dreams for your loved one
As a parent, I know that when my wife and I go out for an evening we provide detailed instructions for the babysitter to ensure our children will be safe, they will go to bed at a certain time, not eat food they are allergic to, but most of all to provide us peace of mind that we gave the babysitter proper instructions on how to care for our children. To think we go to that detail when we leave for an evening, but what do we do if we were to be gone forever. That is where the L.I.F.E.TM Journal becomes critical!
Price is $23.99
2. Tax Tips for Special Needs Families
These tax tips are specific to special needs families. The Tax Tips detail the areas in our tax code where you may be able to save on your annual tax bill, therefore increasing your refund! (not guaranteed to reduce your tax bill)
Price is $23.99 each.
3. Sample Will and Sample Special Needs Trust
These will provide you at least a framework for you to use in crafting a will and special needs trust. It will also provide you more of an understanding of what is included in a will and special needs trust. Please know that this is purely a sample and will most likely need to be adjusted based on the state laws in your state. Please seek legal counsel when drafting your will and trust for your specific situation.
Price is $23.99 each.
Within 48 hours of your payment being received by A Special Needs Plan, you will receive an email with your planning tool attached.
Disclaimer: The information provided is general in nature. It is designed with the understanding that Ryan Platt and A Special Needs Plan, Inc. is not rendering any legal, accounting, financial or other professional advice. This information should not be used as a substitute for professional service in specific situations. If legal advice or other expert assistance is required, the service of a professional should be sought. By ordering this information you agree not to hold Ryan Platt or A Special Needs Plan, Inc. liable for any decisions you make regarding your planning strategy.
