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Life Planning Institute
of New Jersey, LLC

"Lifetime Planning For People With Disabilities And Their Families"

Where are you Today?
Purpose of a Life Plan
Services
Future Care Plan
Assessment Planning
Family Financial Plan
Family Legal Plan
Legal Planning Checklist
10 Steps to Life Planning
Life Planning Checklist
Glossary of Legal Terms
Workshops & Seminars
LPI Newsletter
Become a Planner
Contact Us
Discussion Group
Search LPI Web Site

 


LIFE PLANNING INSTITUTE
OFFERS THE FOLLOWING SERVICES:

 

LIFE PLAN DOCUMENTATION

We consolidate all aspects of the special person & his/her family's life into a coordinated documented program known as a Life Plan.  A Life Plan consists of the following sections:

Assessment

This documents the current reality, hopes and dreams of the special person and their family.  It includes a review of their likes and dislikes, educational skills, medical condition, life skills, daily living schedule and the important people in their lives.

Transition Planning

Skill Retention and Enhancement Planning

This is a critical part of Future Care Planning because special people generally need more focused attention and work in order to retain and imporve their skills.  Life Planning Institute assists families in identifying the local resources available to provide these services.

Employment Planning

Self-satisfying work is an important objective for many Special Needs individuals and their families.  Employment planning involves doing a vocational assessment of the special person and defining the skills needed and opportunities available for satisfying work experiences.

Residential Planning

The fear of not being able to protect their child can lead many families to paralysis when it comes to future residence planning.  We assist families in defining the residential options and the local resources available to serve the special person early in the transition process.

RESOURCE BROKER

We serve as a liaison and resource center, to help families locate services, agencies and professionals who would service the needs of our special population.  We are also a support broker for D.D.D. (Division of Developmental Disabilities) and provide support broker services for the Governor's Self Determination Initiative.

 

FINANCIAL PLANNING

We help families create written financial strategies for achieving their financial goals and objectives.  These plans not only take into account the financial needs of the special person but the other financial objectives of the family (retirement, college funding, etc...).

 

LEGAL PLANNING

We refer clients to attorneys who specialize in Special Needs Planning.   These attorneys create Special Needs trusts and the approprate wills that allow the special person to receive income for payment of certain services, while not receiving any portion of their estate which may cause them to have to pay for any previously provided government benefits.

 

CORPORATE TRUSTEES

Many families want to provide assets to help fund supplementary needs of their special person.  However, many people don't have relatives or friends to turn to for money management issues.  In those situations families can turn to the trustee investment services provided through Life Planning Institiute.

 

LEGAL & STRUCTURED SETTLEMENTS

Many people acquire a disabling condition as a result of an injury.  In some cases, these people and their families receive a legal and structured settlement to compensate them for this injury.  Life Planning Institute provides financial & investing planning services that ensures that the funds last the lifetime of the person with the disability.

EDUCATIONAL SERVICES

We hold workshops and seminars for organizations and families in the special Needs community on the Life Planning Process, transition planning and the Governor's Initiative on Self Determination.  In addition, we provide a database of organizations and resources available to the Special Needs community.


Contact us at 201-405-0288 or via email at lifeplan@usa.com for more information.

 
                                                        
Home ] Where are you Today? ] Purpose of a Life Plan ] [ Services ] Future Care Plan ] Assessment Planning ] Family Financial Plan ] Family Legal Plan ] Legal Planning Checklist ] 10 Steps to Life Planning ] Life Planning Checklist ] Glossary of Legal Terms ] Workshops & Seminars ] LPI Newsletter ] Become a Planner ] Contact Us ] Discussion Group ] Search LPI Web Site ]

Send mail to lifeplan@usa.com with questions or comments about our services or this web site.
Copyright © 1999 Life Planning Institute of New Jersey, LLC
Last modified: July 21, 1999