Haddad Nadworny Sun, Feb 14, 2021 @ 06:30 AM 5 min read

Warm, Cozy and Filled with Love: New Info for your Letter of Intent

The Special Needs Financial Planning Team at Affinia Financial Group John Nadworny, CFP, CTFA | Cynthia Haddad, CFP, ChSNC | Alexandria Nadworny,  CFP, CTFA

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Happy Valentine's Day! While winter is all around us, this is a day to feel the warmth of those we love and for many of us, no one fits that description more than our family members. While staying safe and cozy at home, there is an opportunity to show your love for your family and your child with special needs by working on your Letter of Intent (LOI). In honor of Valentine's Day, we are proud to debut a new publication, Parent’s Guide to the Letter of Intent, to help you complete or review your LOI. 

LOI-1Light a fire in your real or virtual fireplace (apologies for the commercials, they are just in the beginningbut the audio ambiance alone is amazing) and curl up with a copy of our newly published Parent’s Guide.  

The Parent's Guide is a companion document to our popular fillable Letter of Intent template. It contains insights and pointers on each section of the LOI, as well as including a list  of Helpful Tips on completing the document as a whole.  The Parent's Guide includes links to additional information and resources, including our own stories, to help you gain a better  understanding of the relationships and personal dynamics that may be involved in planning for your child's future.

As a 47-page document, the LOI is a project to be sure. (Thank goodness for the fillable PDF!).  It is critically important to provide the people who will care for your child when you are gone with detailed information that only you know. Your LOI will provide all the members of your Team, whether they are a legal guardian, sibling/family member, friend, community member, trustee, organization or professional, with first-hand knowledge of how to best care for your child. 

No one can replace a parent. However, you can put a plan in place to ensure your child continues to be cared for and live a full life as you age and upon your death. A great place to start is with the Letter of Intent.