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Special Needs Planning Quiz
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  1. Do you or your spouse/partner  have a vision of how your child will live if both of you are not around?
  2. Have you identified a guardian, conservator, or trustee for your child?
  3. Do you have a complete understanding of Supplemental Security Income (SSI) or Social Security Disability Insurance (SSDI) government benefits?
  4. Have you begun setting aside money for your child with special needs?
  5. Do you have a written Letter of Intent?
  6. Are either children with special needs or children without special needs being excluded in your will?
  7. Do you have a special needs or supplementary trust set up to preserve government benefits?
  8. Have provisions been made to fund these trusts with assets or insurance?
  9. Have you coordinated your special needs planning with other relatives?
  10. Have you done everything possible to protect your child’s financial future?
  11. Have you planned where your special needs child will live if you are not around?
  12. Will your child be able to earn enough to care for himself or herself? 
  13. Will your child have adequate health insurance?
 
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