WHAT WILL HAPPEN TO YOUR CHILD AFTER YOU’VE GONE?
"LIFETIME SECURITY" Planning kit
"Lifetime Security " Planning kit is a simple, clear, uncomplicated guide for parents, professionals, associations and financial advisors on planning for the future lifetime security of a person with a disability. This unique guidebook is chock full of practical personal experiences set out in an easy to follow step by step planning process. You’ll find worksheets and instructions on how to; prepare a letter of intent, share your goals for your child with future providers, their circle of friends and planning your child’s final arrangements. For more information CONTACT US
The Lifetime financial needs planning worksheets will show you how to; cost out your child’s supplemental needs, prepare a detailed statement of your assets and liabilities, avoid costly legal challenges to your estate and how to create a lifetime income your child cannot outlive.
You’ll also find information on taxation for people with a disability, the Disability Tax Credit, income tax deductions, sales tax refunds and exemptions, regulations on the rollover of RRSP’s, RRIF’s and registered pension plans and how to maximize an individuals support benefit. CONTACT US
A will and a trust agreement is the cornerstone of your future life plan and you will find questionnaires and instructions on how to plan your will and a discretionary trust, how to select a trustee and guardian, and how to manage a trust account There is legal reference material for your lawyer on, planning for people with a disability, the Henson trust decision, (Ontario) sample trust agreements and a list of lawyers who specialize in planning for people with a disability.
An overview of LifeTRUST Planning’s exclusive Living Legacy life insurance policy is included. There is legal information for the your child’s trustees, legal planning documents a legal overview and a complete checklist so you can follow your step by step planning progress. Price only $79.95 Canadian plus shipping and handling, allow 10 days for delivery. 30 Day Money Back Guarantee.
To order your personal “Lifetime Security planning kit”
email lifetrust@rogers.com , or call 1 800 638-7256
We accept Visa, Mastercard and American Express.
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