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Locality: Newmarket, Ontario

Phone: +1 905-836-5460



Address: 60 Harrison Drive L3Y 4P4 Newmarket, ON, Canada

Website: www.life-trust.com

Likes: 26

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LifeTrust Planning 01.05.2021

Sister steals money from her disabled brother A sister and her husband schemed to divert money from her deceased father’s life insurance policy and his will that was meant for his son with an intellectual disability. The late father’s agreement with the life insurance company was irrevocable and provided that upon his death, his son’s testamentary Special Needs (Henson) trust would receive a monthly income for the rest of his son’s life. On his son’s death his sister would ...Continue reading

LifeTrust Planning 22.11.2020

The Disability tax credit program is in the dark ages digital the damn thing it's the 21st century for Pete's sake

LifeTrust Planning 09.11.2020

Transfer payment to associations who support people with a disability have been stalled. Is this another Doug Ford efficiency?

LifeTrust Planning 04.11.2020

CE Credit seminar in Rama tomorrow on special needs planning for people with a disability, see you there

LifeTrust Planning 28.10.2020

In September 2018 I fell and cracked my pelvis but I also damaged the femor in my hip. On Feb 11 I had a complete hip replacement. Having suffered with a physical disability for the past 7 months it gives you a real perspective and understanding on how people with a disability coup with every day life. Its amazing how many businesses don't have access or self opening doors even doctors offices.

LifeTrust Planning 20.10.2020

Welcome to 2019 John Dowson will again be presenting Continuing Education Credits for Financial Advisors through CE credits. watch for the dates on their web sites.

LifeTrust Planning 09.10.2020

Doug reduced the proposed increase in ODSP from 3% to 1.5% and eliminated any increase