Please print out this page and go through
this checklist carefully. It is very important! If you have
any questions, please feel free to fax or mail the form
to Cynthia and John.
| 1. What is my vision of the legacy which I wish to
leave my child (or other family member) with special
needs? |
| ____________________________________________________________ |
| ____________________________________________________________ |
| ____________________________________________________________ |
| 2. Have I established proper Wills & Trusts that
transform my clear vision into an absolute future reality? |
| ____________________________________________________________ |
| ____________________________________________________________ |
| ____________________________________________________________ |
| 3. Does my Executor/trix or Guardian have a Letter
of Intent which outlines my wishes for the future
care of this person? |
| ____________________________________________________________ |
| ____________________________________________________________ |
| ____________________________________________________________ |
| 4. Will this Letter
of Intent be passed to others who may eventually
care for my child, should s/he out-live my second caregiver? |
| ____________________________________________________________ |
| ____________________________________________________________ |
| ____________________________________________________________ |
| 5. Is the Trust endowed with enough money to assure
that distributions will not consume their principal
throughout the beneficiary's lifetime? |
| ____________________________________________________________ |
| ____________________________________________________________ |
| ____________________________________________________________ |
| 6. Have I insured that caregiving survivors are financially
protected from the future expenses in the care of my
loved one with special needs? |
| ____________________________________________________________ |
| ____________________________________________________________ |
| ____________________________________________________________
|
