Legacy Planning

This service is for people age 60 and over who have adult children with intellectual/developmental disabilities. We will help you to purposefully plan for the future by creating a road map built from your goals, available supports, legal recommendations and community resources.

The Arc Muskegon was also awarded a small amount of funds to help with home repairs for adult people 60 and over who have adult children living in the home.

Funded in part by The Muskegon County Senior Millage

Legacy Planning brochure

Pooled Trust

The Arc Muskegon is pleased to be offering a Pooled Accounts Trust service. This type of trust is a valuable resource for people with disabilities. Because it is considered irrevocable, the assets held are not considered as a resource of that person. It therefore protects their eligibility for government assistance programs, such as SSI and Medicaid, while allowing for a means to supplement and provide for “extras” above and beyond basic support.

Please refer to the Pooled Trust brochure below and learn how this sophisticated trust service can be made available for you or your loved one.

Pooled Trust Brochure

Letter of Intent

Representative Payee

The Arc Muskegon is pleased to be offering Representative Payee services. Representative Payee Services will manage benefits by paying living expenses from a month’s budget with the benefits social security (SS), supplemental security(SSI), or social security disability (SSDI) income.

Representative Payee Brochure

Organizational Representative Responsibilities

As representative payee The Arc Muskegon is responsible for managing, documenting and reporting the use of all funds they receive as payee. In accordance with Social Security Administration (SSA) and best practice The Arc Muskegon will gather all necessary information and legal documentation required to become Rep Payee and meet with the beneficiary/guardian to create a monthly budget. Individuals served (or designee) will receive a quarterly statement detailing expenses paid and SSA income.

IMPORTANT!

SSA appoints representative payees to manage Social Security and Supplemental Security benefits ONLY.

The Arc Muskegon REP PAYEE BEST PRACTICE

The Arc Muskegon will treat all individuals served with dignity and respect and when able will provide education on money management, support alternatives to expensive purchases and affordable and safe housing options.