The Legal Plan Ensure the proper legal documents exist to protect your plans and your loved ones inheritance from government control. A properly drafted absolute discretionary trust is essential to maintain your child or relatives entitlement to government support. The sample trust agreements and legal planning worksheets in our book Planned Lifetime Security will guide you. The plan carries no set up or management fees, nor will it attract probate or other estate costs. If you or someone you know has been denied ODSP benefits because their liquid assets exceeded the ODSP asset limit, we can help.
Similar regulations apply in other provinces.
Life insurance for people with a disability is now available Final expense life insurance is now available for people with a disability, no medical questions are asked and no medical examination is necessary, coverage is guaranteed. Financial Advisors will earn continuing education and P.A.C.E. Credits.