“A Future Planning Workbook” is Launched!!

By / December 15, 2016 / blog

This workbook is specifically designed for residents of Ontario who are supporting a person with a disability. Setting up a will and Estate plan can be complicated, but when your dependant has a disability, that task can be nearly overwhelming.

Through the use of worksheets and question pages, “A Future Planning Workbook” walks you through the steps and special provisions you need to take in order to make sure all your bases are covered. The Topics include:

Wills, Estates, Trusts and Trusteeships
The Substitute Decision Making Act
The Role of Life Insurance
The Ontario Disability Support Program
Tax Issues and Legislation pertaining to disability issues.The book is 60 pages packed with information, complete with Glossary and reference/resource section.

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