The idea of preparing for a lifetime of protection for a family member or loved one with special needs is often overwhelming. Lifetime of Hope is designed to help our clients as they work through the steps in developing a comprehensive strategy for their loved ones by breaking down the process into the following segments: Lifetime Considerations, Needs and Resources, and Estate Planning.
Often, the first step is to understand how preparing for an individual with special needs differs and why there are extra steps and precautions that should be considered as part of developing a strategy. Additionally, we want to assist you in evaluating the current strategy and identifying any potential shortfalls and opportunities. We have created a nine-question scorecard to start the conversation that concentrates on critical planning areas. Finally, it is incredibly important that you are aware of the many potential planning pitfalls that exist in the area of special needs planning so we can help to avoid them. The following information and tools will be useful as you begin to engage in the planning process.