Keep a dated copy of the official terms, identity and background records for vetting, and the supporting documents USCIS requests with Form I-140G. Re-check the portal instructions before submitting the nonrefundable processing fee and again before the post-vetting gift.
Date-stamp what you relied on
Hypothetical example: This is a record-keeping discipline rather than a legal requirement, but it protects a household that is making commercial decisions in parallel. Save or print the current official program page and FAQ, note the date, and write down the specific points the plan depends on: what is paid, by whom, when, what is assessed, and what happens if an assessment is unsuccessful.
If a later version differs, the household can see precisely what changed and re-take the decision rather than discovering a discrepancy at an inconvenient moment. A Selwyn family should also keep this file separate from any investment documentation, because mixing the two invites the categories to blur, and the difference between a gift and invested capital is the point most easily lost.