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Home / Services / Fees
LifeTRUST PLANNING FEES
We are a fee-based planning firm, which means we work for you. Our team has over 45 years of experience in Tax Planning, Life Planning, Financial Planning, Estate Planning, and Future Life Planning for families who have an individual with special needs. Our family income tax audit is free.
Our Disability Tax Refund, social benefits increase and LifeTRUST Disability Savings Plan fees are only payable if we are successful.
If we win, you pay. If we don't win, you don't pay. So it costs nothing to submit an application!
For a free income tax audit, for our fee schedule contact us
All fees are subject to taxes
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Jacqueline M Dynes
Toronto Ontario Canada
During the past several years as our child has been getting older, as we have, we began to consider his situation with regards to the availability of additional funds for costs that would not ordinarily be covered through our association.
Our inquiries led us to explore a LifeTRUST Plan through LifeTRUST Planning, that we now have in place. This has given us peace of mind that our son will be adequately taken care or regardless of funding.
We are pleased to recommend LifeTRUST Planning to anyone in a situation similar to ours who might be looking for a solution to their present problem.
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HAPPINESS IS NOT A DESTINATION IN WHICH YOU ARRIVE, IT IS YOUR JOURNEY THERE
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