Estate Planning Checklist for special needs families
- Will planning including
- the Henson Trust-an absolute discretionary Trust
- Beneficiary designation of Life Insurance products
- Government grant setup
- Disability Tax credit
- Ontario Disability Support Payment
- Registered Disability Savings Program
- Passport Services/DSO
- Final expenses
Life Planning
- Advisory services for family relationships
- Job coaching
- Parent training
- Support for aging parents…
Are some of the services we can provide help with Our process
- First Meeting
Uncovering your needs:
Initial free consultation to collectively understand what needs have been met and what needs to be done .
Review of documents and plans
2. Second meeting
Engagement and analysis based on gathered information.
Create a roadmap to navigate through 5 pillar planning program
To ensure services and cash flow is preserved for the special needs person and for parents as needed
3. The journey of solutions begins …
learn more about special needs financial plannings