Six Financial Planning Questions to Ask Yourself

Questions To Ask Yourself If You Think You're All Set!

 1. What is my vision of the legacy which I wish to leave my child (or other family member) with special needs?

2. Have I established proper Wills & Trusts that transform my clear vision into an absolute future reality?

4. Will this Letter of Intent be passed to others who may eventually care for my child, should s/he out-live my second caregiver?

5. Is the Trust endowed with enough money to assure that distributions will not consume their principal throughout the beneficiary's lifetime?

6. Have I insured that caregiving survivors are financially protected from the future expenses in the care of my loved one with special needs?

If you answered "No" to any question, your plan is not complete. We encourage you to seek the answers to all these questions.