“If” Planning

Depending on the age of you child, we may need to discuss what needs to happen if something were to happen to mom and dad while the children are growing up.  Who would get custody of your children?  What financial and caregiving concerns can that create?

The big level of planning is the “when” planning.  What is going to happen when something happens to both parents?

Life Plan

This is an outline of what you want for your child after you’ve passed away.

• Who will provide care?
• Where will your loved
  one live?
• Education
• Employment
• Social/Recreational
• Religion/Spiritual
• Medical Care
• Behavioral
• Advocate/Guardian
• Trusts/Trustees
• This is an outline for
  the letter of intent

Letter of intent

• A letter to the future caregiver providing all of the information needed to continue the same level of care for your child
• Failure to leave instructions will only ensure things will fall apart faster than anyone can figure out how to help
• You are the expert on your child, this document transfers that expertise to someone that will need it
• Not a legal document