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Why Crisis and First Response Directives Matter in a Comprehensive Special Needs Lifetime Care Plan:
That day will come …Are you ready? Really ready?
Presenter: Steven C. Rhatigan, Principal
1717 St. James Place ■ Suite 205 ■ Houston, Texas 77056 ■ 713.572.1717 Main 1054 Canal Blvd ■ Suite 2 ■ Thibodaux, LA 70301 ■ 985.227.4019 Main
At Archer Consulting, we design, implement and manage lifetime care plans for people with unique needs. We carefully coordinate each person’s legal, medical, financial, governmental, vocational, residential and educational requirements into a rational and viable plan. This unified approach eliminates much of the frustration so many families encounter when caring for a person with lifetime care needs, and assures that their loved ones receive access to the level of services they deserve…for a lifetime.
Notification Archer Consulting Group, LLC. does not offer legal advice or services. No one here is an attorney, nor is anyone likely to become one. None of the following information is intended to replace, supplant, usurp, supersede, or in any way cause your attorney to become aggravated by its contents. We merely wish to provide you with good information and the motivation to use it properly in your planning efforts.
The Archer Consulting System
Crisis Management
Maximize Benefits & Resources
Technical Review
Financial Dynamics
Lifetime Care
PlanningAdult Life Navigation
The Integrated Approach
The Integrated Approach
Crisis Management
Trustee
Caregivers
Child
Risk Management
Bank/ Financial
After Tax
DI Ins
Life Ins
LTC
Residential
TPAM
Special Needs Trust
Wills
POA Tax
Federal
State
Transition
Letter of Intent
Estate PlanGuardianship
Investment Solutions
Tax-Deferred
Benefits
IRA
401K
Trust Advisor
Medical Directives
Home Care
Community
Legal
Letter of Instruction
Pensions Trustee
Retirement Plan
Family Crisis Plan
Lifetime Care Planning Board
CPA
RealEstate
BusinessInterests
Trustee
Tax Planning
Caregivers
Child
Letter of Intent
Lifetime Care Plan
Family Crisis Plan
Crisis Management
Crisis Management
General Recommendations:
Be Realistic
Think in Segmented Time Periods
Define Your Goals and Expectations
Express your Hopes and Desires
In life, crises will arise…. it’s how you
respond that can make all the difference
in the outcome.
Crisis Management
Crisis management is the process by which a family, or individual, deals with threats before, during, and after they have occurred.
In contrast, risk management involves assessing potential threats and finding the best ways to avoid those threats.
What are the “Risks” which need assessment?
Actions that affect you
Actions that affect your loved one
Actions that affect you and your loved one
[Privately]
Actions that affect you and your loved one
[Publicly]
Events that temporarily inhibit your ability to
provide care
Events that terminate your ability to provide care
Crisis Management System
The “Daily” Report
The “Emergency” Guide
The “First Responder” Tool
The Letter of Intent
Crisis Management System
The “Daily” ReportWhat are those important actions required on a daily basis to insure that you or your loved one is at their ultimate state of readiness.
Crisis Management System
The “Emergency” GuideWhat information should be readily available to anyone in contact with your loved one should an event occur which might threaten their health and well being.
Crisis Management System
The “First Responder” ToolIf a major event impedes your ability to provide the necessary care for your loved one temporarily, what measures and supports should be ready to fill the void.
What additional components would be required if the event created a permanent void?
Crisis Plan for:
Name: Date:
STEP 1
STEP 2
STEP 3
STEP 4
STEP 5
DETAILS:
Crisis
The Letter of Intent• The Operating Manual• Provides inside information• Allows for plan flexibility• Keeps everyone focused on the issues.• Eliminates conflicting opinions.
Crisis Management
The Communication Plan
• Discuss your expectations with those who will provide the future care.
• Make them part of the planning process.
• Keep them “in the loop”.
The Dynamic Plan
Crisis Management
Maximize Benefits & Resources
Technical Review
Financial Dynamics
Lifetime Care
PlanningAdult Life Navigation
Are all of your:
Legal Strategies
Financial & Care Plans
Benefit Programs
Intentions
….working in harmony?
Crisis Management
In Summary
ǂ Why the Crisis and First Response Plans Matter
The Questions Seldom Change; However…… The Answers Often Do.
If You Need A Little Guidance --
Action Step
Call for a no obligation meeting at our offices.
We will spend an hour or so, at no cost, to listen to your unique story to better understand your goals and needs.
You will also have the opportunity to be fully briefed on the extent of our services and how we might work with you to design, implement and maintain your lifetime care plan.
We will provide you with all the information required to make an educated decision on your next steps.
1717 St. James Place ■ Suite 205 ■ Houston, Texas 77056 ■
713.572.1717 Main 1054 Canal Blvd ■ Suite 2 ■ Thibodaux, LA 70301 ■ 985.227.4019
Main
