

Trust and
Asset Management


Trust and
Asset Management


With a special needs dependent you need a guide to ensure that you have a right plan for your family. Our LIFE PLAN SYSTEM does exactly that. By covering various aspects of your special needs lifetime care it helps you bring security and independence. Our area of expertise includes financial planning, tax efficiency, government benefits, special child trust, and facilitating communication with extended family members.


Many special needs families are not sure or not ready for comprehensive Life Plan System but still like to be prepared for the future. That’s where our Foundational Planning Services helps. Here we asses your current financial situation. We then recommend strategies that enable both your family’s financial future – and your son or daughter’s financial future – to be secure.


While the majority of families we work with today have a loved one with special needs, that is not the case with all of the families we serve. The knowledge we have gained in the complex world of Special Needs Planning – including estate planning, tax planning, financial planning, government benefit planning, and legal documents – has allowed us to become that much more effective with every family we serve.
PSN Life Plan System
PSN 6 Step Life Plan System is a clearly defined process designed to create a Comfort, Security, and Independence around your life. The process works around different life stages of the special needs child and ensures that you have the piece of mind and there is always a close bonding in your family. Here we understand your thoughts, experience and your awareness towards your child life i.e. Your Story. Once we know about you and your family we work towards the special needs life stages to bring the road map for your family integrating financial, legal and other life issues.

Resources

Check these 8 Action Steps which PSN has created. These steps describes what is important and on priority for your special needs future. This ensures to the family providing a quality of life and security to their loved one with special needs.

A 2-minute video delivered to your inbox every Friday giving you tips on money management and legal aspects.

A Letter of Intent is not a legal document. But it ensures the future guardian or trustees have a road map that has all the important information of your loved one with special needs life. You can write yours in just 10 days!!

Take this 6 step free e-Course to understand more on planning for your Special Needs Child.

How much money you require for the lifetime financial care of your child? If you have already accumulated assets for your child how much more you need to provide for? Check with our Special Needs Calculator for some estimation on the amount of money you need to plan!!

Check our videos from our past Webinars, Conferences and FB Live Series on Financial and Estate Planning for families with Special Needs Child to care.
Are You Preparing For Your Child Future?
This question must be bothering you. Take our PSN Life Plan Score Assessment Test and see what areas you need to plan for your child future.

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Starter Plane
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Basic Plane
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- Credit Education
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Premium Plane
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Testimonials

Financial Planning has helped us in bringing clarity on the funds we need for our child and what we need to plan when she is at various stages of her life.


Most important part is your E course of 3 modules of Letter of Intent. Its like a bible or Geeta of our child and very useful for next guardians or trustees after we are no more. I could complete almost 70% of letter of intent with the help of E-course.


Proper financial planning has helped us organising our finances. We have managed to create a future corpus for our son and have reworked our Will to leave everything to a Trust in his name.


We are a relieved parent now as Financial Planning has helped us in planning our own retirement and create the necessary funds which will take care of our child future.

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