PLANNED LIFETIME ASSISTANCE NETWORK (PLAN) OF SOUTHWEST OHIO

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Peace of Mind

It is a good idea to begin PLAN involvement with a loved one who has a disability now instead of waiting until something catastrophic happens to key family members. If something tragic happens later, your disabled family member has someone familiar to support them through difficult times and beyond.

Care Planning

PLAN helps families and individuals create a blueprint for future care. We provide a vehicle for planning, and assistance with planning such that individual needs, family preferences, public service provisions, and current state entitlement laws are considered in the larger vision of care for the future. We offer a comprehensive planning document that can help families and individuals detail what’s important now and what will be important in the future. We lend the professional assistance necessary to strengthen the plan as well.

Estate Planning

PLAN offers basic information regarding legal and financial planning for people with disabilities,and provides consultation with those specifically involved in a particular family’s estate planning. We refer PLAN participants to attorneys and financial planners who are knowledgeable about elder law, particularly about the special needs and discretionary trusts for people with disabilities. We lend our knowledge, with the participant’s permission, of the family and the individual so that the trust can best be used to enhance the quality of a person’s life while preserving their eligibility for important public benefits.

Benefits Analysis

PLAN works to determine an individual’s eligibility for public benefits and other entitlements. We help individuals apply for benefits and maintain them as their circumstances change over time (e.g., moving, working, other income changes).

Next Step

PLAN now offers a Next Step service to those new to world of adult disability. When should one apply for disability? What about Medicaid, Medicare, food stamps and the like? How can I find a reputable physician who takes my insurance? What about work and recreation? These questions and more can be answered in a one on one session with a PLAN Next Step representative. The Next Step service is open to all members of the community whether they participate with PLAN or not.​​​​​​