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
