Disabilities & Finance Part 6: Estate Planning
Recorded January 16, 2024. In this session, we explore the topic of “Estate Planning” through the lens of disability. When we look at estate planning, we typically look at estate transfer, funeral planning, wills and insurance. Essentially, the legacy that is left behind upon someone’s passing. If the parent or guardian of a disabled individual passes, there are often more variables than that of an average person. There are things you will want to have in place, such as, guardianship, trusteeship as well as making arrangements to cover costs for your child after you pass. Also, there is always a cost associated with someone’s passing, this includes funerals and taxes owed upon death. In this session, we will go over some of the costs associated with passing and how we can properly structure the estate so that you aren’t leaving your loved ones with a burden and can care for them after you pass.
This is the sixth and final in our series on “Financial Planning For People With Disabilities” Presented by Brandy Gassner with ATB Wealth.
For more information go to the Government of Alberta Website.
Other videos in this series:
Please note: The information given in this video was correct at the time of recording. If you are watching it at a later date, details could be outdated, and resources given may no longer be available.
