Financial Planning for Special Needs
Beyond Wills & Trusts
Questions To Ask Yourself If You Think You're All Set!
Please print out this page and go through this checklist carefully. It is very important! If you have any questions, please feel free to fax or mail the form to Cynthia and John.
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?
3. Does my Executor/trix or Guardian have a Letter of Intent which outlines my wishes for the future care of this person?
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?
