Additional Planning Resources

 

Planning Network Resources

Website has a variety of resources on Estate planning, Henson Trust, Financial planning, etc:

http://www.planningnetwork.ca/en-ca/Home

 

Power of Attorney for Property & Personal Care

Ministry of Attorney General:

https://www.attorneygeneral.jus.gov.on.ca/english/family/pgt/poakit.php

 

Registered Disability Savings Plan (RDSP)

Ministry of Employment and Social Development – RDSP program includes tutorials on program:

https://www.canada.ca/en/employment-social-development/programs/disability/savings.html

Canada Revenue Agency – RDSP qualifications and forms:

https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/registered-disability-savings-plan-rdsp.html

 

Tax Tips

Planning Network – Get Ready for Tax Time:

http://www.planningnetwork.ca/en-ca/Resources/27053/Getting-Ready-for-TAX-TIME-with-2018-TAX-TIPS