Planning Resources

Important Announcement

In keeping with our commitment to keep our resources up to date we are pleased to announce to our members and the public that our two planning resources, Removing the Mystery – An Estate Planning Guide for Families of People with Disabilities and the Trustee Reference Manual, are currently being reviewed and updated.

During this process they will not be available for purchase. Please check our website frequently for future announcements.

If you would like to explore other resources on Estate Planning and the Henson Trust you may check the following links:

Inspiring Possibilities – (e-booklet) Estate Planning Guide, an estate planning guide produced by Community Living Ontario.

An Intro to Wills & Estate Planning (e-booklet) made available by Partners for Planning.

Consider a Henson Trust (e-booklet) made available by DSO Toronto.

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