Special Needs Planning Group

CONNECT

Address:

1250 Oakmead Pkwy. Suite 210
Sunnyvale, CA 94085-4037

Phone:

408-637-0242

Special Needs - Parent / Caregiver Check List

 

Checklist for Parents & Caregivers

· Create a Life Care Plan and communicate it to all interested parties

· Create a Letter of Intent and update it periodically

· Include yourself in your plan

· Identify financial resources, including government benefits

· Establish a Special Needs Trust

· Choose a  Conservator / Trustee

· Complete Estate Planning

· Review health plan options

· Anticipate changes when your child reaches the age of majority

· Explore housing options for your child after becoming an adult

· Get the right advice from experienced professionals

  

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck