How We Can Help
Benefit review
There are critical financial decisions that must be made when developing a comprehensive plan. Understanding the financial issues involved in planning can help families avoid crisis-based decision-making, protect assets and ensure resources are directed to assist your loved one with a disability.
In order to manage financial resources, we assist families in assessing income, assets (resources) and public benefits.
Legal review
There is peace of mind in knowing your financial affairs will be responsibly handled and personal wishes respected, in the event a caregiver becomes disabled, incapacitated or unable to act on behalf of a loved one with a disability.
Peace of mind comes from preparing written documents, with the help of an attorney, that specify who is empowered to handle legal and financial affairs. Future Care Planning Services helps families understand options for legal planning, including:
- Trusts—Supplemental Needs Trust/Community-Based Pooled Trust
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Review of all legal documents, including Wills
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Representative Payee Information and Guidance
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17-A Guardianship assistance
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Burial Funding information
17-A Guardianship
When a person meets the statutory definition of intellectual or developmental disability that person may be the subject of a 17-A Guardianship proceeding. An Article 17-A Guardianship is a legal proceeding that takes place in the Surrogate's court of the county in which the person with I/DD resides.
There are less restrictive ways to serve a person with developmental disabilities. Available supports, entitlements and resources in the community may eliminate the need for the appointment of a guardian. Future Care Planning Services helps families evaluate all alternatives to determine the appropriate needs of the individual with intellectual and/or developmental disabilities.