
HOUSING PLANS
In our Housing Plans we intend to answer 4 main questions:
-
What housing options exist for my loved one with special needs?
-
Where will my child live when I am no longer here?
-
Can I afford to buy a home for my loved one?
-
How can I create supports so that my loved one can live safely and independently?
Housing Planning Process: (Below is a typical layout of what to expect)
Initial Engagement
-
Time frame
-
Expectations
Individual Family Needs Assessment
-
Assessment Questionnaire
-
Review summary of priorities and Balance Sheet
Financing a Home
-
How much does it cost? -Renting vs. Owning options
-
Introduce resources
-
Understanding financing options
-
Next steps and Homework Checklist
Operating Plan for a Home
-
Who owns the house?
-
Operating Agreement Considerations
-
Buy/Sell Agreement Considerations (Death, Disability, Retirement, Want out)
-
Retirement Concerns
-
Next steps and Homework Checklist
Final Delivery of Plan
-
Review of final plan
-
Plans/expectations for annual reviews