Leahy Life Planning
The Roadmap to the Future
It’s achievable! Long Term Disability Planning helps parents, care providers, and the person with special needs set reasonable, attainable goals for the future. We assess your disability plan options regarding living arrangements, finding a job with or without supports, navigating the federal and state services.
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What is Disability Life Planning?
It’s about setting reasonable attainable goals for the future. We specialize in aligning with other professionals such as financial advisors, special needs estate attorneys, special education professionals, and governmental and community agencies to maximize the disability benefits and quality of life available to you and establish the best long-term plan.
Leahy Life Planning Services
Federal Benefits
- Review past and current disability documentation
- Review individual’s assets and resources
- Describe Supplemental Security Income (SSI) / Medicaid & Social Security Disability Insurance (SSDI) / Medicare
- Assess federal benefits (SSI/SSDI/Medicaid/Medicare) eligibility
- Consult and guide regarding required and supplemental documents needed for various federal benefit programs eligibility
- Prepare individual and caregiver for federal benefits interview
- Provide understanding on the different levels of benefits and their maximum values
- Working and receiving SSA benefits
State Benefits
- Explain what Waivers are, and the different Waiver options available
- Review the applicability of state benefits and Medicaid eligibility
- Explain how to be eligible for Waivers through Medicaid
- Guide you through the process of obtaining Waivers
- Assessing and advocacy services regarding Individualized Support Plan (ISP)
- Assistance with Medicaid spend-downs
- Discuss housing options
- Implement Person-Centered Planning into ISP goals
- Maintaining employment while utilizing waivers
Financial & Community Planning
- Encompasses Waiver and SSA Packages
- Discuss strategies on long term future planning
- Help you understand the purpose of Special Needs Trusts and ABLE accounts
- Review strategies on best ways to fund a Special Needs Trust
- Assess individual’s current and potential assets
- Discuss differences and intertwining of federal, county and state-based benefits
- Explain Power of Attorney vs. Guardianship
- Give meaningful referrals to other services/agencies/professionals
- Preparation for Person-Centered Planning and Microboarding
Complimentary Webinars
- SSI/SSDI Eligibility
- Power of Attorney vs. Guardianship
- Working and benefits (Medical Assistance, Waivers, Federal Cash) eligibility
- Special Needs Trusts and Guaranteed Funding Streams
- Blending state and federal funding programs
- Medicaid and Medicare differences
- Planning for different life phases
- Understanding the ABLE Act
Business to Business
Individuals with disabilities have a great deal to offer to the workplace, but many employers are overwhelmed by the various factors that surround hiring an individual with disabilities. What is and is not within the bounds of reasonable accommodations? How can the employer ensure that disabled individuals are supported by those around them? While working with families of disabled children looking to join the workforce, Michele Leahy saw the need to help employers better serve their employees with disabilities.
As a result, Leahy Life Plan is now offering a wide array of disability planning services to employers, including support to accommodate and retain employees with disabilities, sensitivity training, review and editing of HR policies, and navigating the workplace and government benefits. In addition, we will work with employees with a disability and caregivers to bridge the divide between employer and employee. It is important for employees to understand the impacts that work can have on their lives, for example how employer sponsor benefits like a 401k and pensions can impact government benefits. Leahy Life Plan blends and braids support and services to best serve the workplace.
Our Team
Michele A. Leahy
MS, CPWIC
Founder
BIO
Michele Boardman
MA, CPWIC
Director of Benefits
BIO
James Duncan
Administrative Coordinator
BIO
