Survey

When I go to bed at night I am confident the planning I have done considers the lifetime care of my child.

I know the amount that I need to support mine and my loved one’s lifetime needs in retirement.

I have a complete understanding of State, SSI, SSDI governmental benefits.

I am confident I am taking advantage of all the local benefits (County and State) that are available.

I have implemented a special needs trust or supplemental needs trust and I am familiar with the difference between the two.

I am confident in my current plan to protect my dependents financial future.

I am confident that my assets are titled correctly to not disqualify my child from current or future benefits.

I have a clear plan in place for my child's life transitions such as education, graduation, employment, and community.

I have completed my child's life plan and/or letter of intent.

I have a team of specialized professionals in place that knows my child, my family situation, and are prepared to put our plan into action when the appropriate time comes.