23: Hope Trust with Debbie Niemann

30:04
 
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Manage episode 291399201 series 2842580
Player FM과 저희 커뮤니티의 Audioboom and ABC's of Disability Planning 콘텐츠는 모두 원 저작자에게 속하며 Player FM이 아닌 작가가 저작권을 갖습니다. 오디오는 해당 서버에서 직접 스트리밍 됩니다. 구독 버튼을 눌러 Player FM에서 업데이트 현황을 확인하세요. 혹은 다른 팟캐스트 앱에서 URL을 불러오세요.
Phone: (833) 467-3878 | Email: info@hopetrust.com
Web: https://www.hopetrust.com/
Hope Trust has reinvented Trust management and oversight. They offer white-glove service. They answer "who is going to help my child when I am gone". They have made the letter of intent simple to do.
Their Hope Care Plan starts the same as most LOIs. However, it goes beyond what you will get in an LOI. There are over 6,000 questions in the Hope Care Plan. It's like the old "choose your own adventure" books. I really think it's amazing technology! Worth completing even if you don't have them serve as Trustee.
A Hope Care Plan is a custom guide about knowing and caring for your loved one. Hope Trust gets info about medical, legal, social, and financial needs. This is used to build the Hope Care Plan. It covers the beneficiary’s needs and your wishes. The Trustee will use these to provide for your child.
They use your Hope Care Plan to create a Special Needs Trust rough draft. Hope Trust recommends taking this draft to a Special Needs attorney in your state to confirm it meets local requirements. They may also serve as Trustee for Special Needs Trusts they do not write.
You can either have Hope Trust manage the Trust's money or use a Financial Advisor. If you have a good existing relationship, keep it. However, if you are not working with someone, or you're not happy, I think they offer a great solution.
Full disclosure - I am not taking your situation, or any fees, into consideration. I strongly recommend you do your own research and comparisons. Want a tool to compare Trust companies? I've built one, you can get it here: https://www.teacherspayteachers.com/Product/Trustee-Comparison-6393077
For more information about Special Needs Navigator you can find us here:
For more information about Special Needs Navigator you can find us here:
Schedule your free consult: https://meetings.hubspot.com/eric1021
Web: https://www.specialneedsnavigator.us/
Blog - https://ejorgensenwordpresscom.wordpress.com
Podcast (ABC's of Disability Planning) - https://audioboom.com/channels/5039157
Facebook: @SpecNeedsNav
Twitter: @NeedsNavigator
Resource store (free downloads too) - https://www.teacherspayteachers.com/Sellers-Im-Following/Add/Special-Needs-Navigator

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