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* 1. Have you completed the Self-Assessment?

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* 2. Will you use The Letter of Care document?

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* 3. Do you have your team of experts in place?  Where do you need assistance?

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* 4. Have you established a Special Needs Trust? These types of trusts are tailored for a person with special needs and are designed to manage assets on that individual's behalf without compromising potential government benefits.

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* 5. How has "Your Legacy of Care" helped you plan for the future?

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* 6. Would you like a free 1 hour consultation with the author, Donald Bailey, to help you get started with the planning process?

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* 7. Please provide your contact information so we can update you on future events, webinars, or publications.

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