The Planning kit shows you how to prepare a future life plan for your child. This unique guidebook is chock full of practical personal experiences set out in an easy to follow step-by-step planning process.
It includes Lifestyle needs planning, Financial needs planning, and Legal needs planning. At LifeTrust, we believe in empowering families with the knowledge and tools they need to secure a bright and stable future for their loved ones.
Create a Special Needs Dignity Trust for your child! Invest in your peace of mind and your child's future with our Special Needs Lifetime Security Planning Kit today!
Special Needs Lifetime Security Planning Kit
"Future costs summary.pdf" - worksheet
"Financial Needs Budget.pdf" - worksheet
"Family estate inventory.pdf" - worksheet
"Dignity trust.pdf" - example document laying out a Special Needs Dignity Trust
"circle of friends.pdf" - worksheet
"Special Needs Lifetime Security Planning Kit.pdf"
TABLE OF CONTENTS
Chapter One, Government Entitlements and Taxation
Provincial Government entitlements: a synopsis
Federal Government tax credits and deductions: a synopsis
Additional benefits and entitlements
RRSP/RRIF tax-free rollover
Registered Disability Savings Plan
Chapter One worksheets
Chapter Two, Lifetime Lifestyle Needs
Developing a Lifetime Lifestyle needs plan
Instructions for preparing a Lifetime Lifestyle needs plan
Chapter Two worksheets
Chapter Three: Lifetime Financial Needs
Planning your child’s Lifetime Financial needs
Instructions for completing a Lifetime Financial Needs Plan
Instructions for completing an Estate planning inventory
An alternate Lifetime funding plan for your child’s needs
LifeTRUST Plan proposal
Chapter Four: Lifetime legal Directives
Absolute Discretionary Trust: a synopsis
Establishing a trust bank account and investment portfolio
How to distribute funds from the trust
Letter of Intent
Managing the trust funds
Establishing an Absolute discretionary living trust
Funding the ADL living trust
Legal Planning guide
How to select a trustee
Guardianship vs. Advocacy
Wills questionnaire guideline
Wills questionnaire
Chapter Five: Absolute Discretionary Henson Type trust
Absolute discretionary trust precedent
Absolute discretionary trust worksheets