|Ryan Platt, Founder|
- THE EDUCATION OF FUTURE CARE-GIVERS to clearly define the day-to-day living responsibilities, goals for the future, and complexities of daily decisions for the individuals who will care for your special loved one when the primary caregiver passes away.
- DISTRIBUTION RULES of trust and educating the trustee in the proper use of money. If money is used in a trust for the wrong reason, it could become disqualified and place future benefits in jeopardy.
- A PROACTIVE TAX STRATEGY to understand the position of taxes today, the probable increase in taxes and decrease in public benefits in the future, and to learn how to position your money and assets providing for your loved one and your loved one’s future, not for the government’s future.
- A CLEAR FUNDING STRATEGY for the future of the entire family.
- A COMMUNICATION STRATEGY that educates extended family members (especially grandparents) on the importance of gifting and leaving money in the “right” way so government benefits are not lost.
- CHANGE. Life will change, and your loved one’s development very well may change over time. Therefore, it’s important that the comprehensive plan (including the Special Needs Trust) is designed with prudent flexibility to move with the ebbs and flows of life.