LifeTRUST Planning Services
We work within the system, but think outside the box
LifePLAN Consultation
This one on one family consultation will discuss issues such as: future lifestyle needs, trusts, selecting a trustee, income tax credits, special funding techniques, the essentials of a Lifetime security plan. To arrange a consultation Contact Us.
A Comprehensive LifePLAN “after you've gone“
Provides a summary of the provincial government support programs,services and federal tax credits. It also includes worksheets and instructions on Future lifetime lifestyle needs, estate planning, lifetime financial needs and estate maximization. Detailed legal directives for a Henson trust, wills questionaire, and sample trusts are included. You also recieve our “Lifetime Security Planning“ kit with writeable CD, worksheets and sample trusts. This person centred Comprehensive lifePLAN could save you thousands of dollars in legal and financial planning fees. To learn more click on Comprehensive LifePLAN.
Increase your child's disability benefit
You or your child may be eligible to receive the maximum disability benefit. We have helped hundreds of individuals change their status and increase their disability benefit. Click here for Benefits Increase
LifeTRUST Disability Savings Plan
Recipients of the Ontario Disability Support Program (ODSP) can now save up to $100,000 without losing their entitlement to government benefits and services. If you or your child has or expects to recieve funds in excess of the ODSP $5,000 asset limit a LifeTRUST Disability Savings Plan is the answer! We have helped scores of people save thousands of dollars without jeopardizing their ODSP benefit. Click here for Disability Savings Plan
Get back taxes you never should have paid
We have helped individuals and family members recover $50,000, $25,000, $16,000 from their past income tax returns. Clicl here to Get cash back
Income tax audit
We will review your past tax returns for potential refunds and help you plan for current and future income tax relief. Tax relief is there to serve you. For a free Tax Audit Contact Us
Advocay for individuals who have lost their ODSP benefits
We work with the ODSP recipient and their family to reinstate benefits. This may entail converting financial assets into an exempt vehicle and clarifying the income stream to the authority. If necessary we will represent Representation at Social Benefits Tribunal Click here for Advocacy testimonial: Benefits increase
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Physical strength is measured by what you carry; spiritual by what you can bear