Disabilities & Finance Part 6: Estate Planning

Recorded January 16, 2024

This is the sixth and final in our series on “Financial Planning For People With Disabilities” Presented by Autism Alberta’s Family Resource Centres & Brandy Gassner with ATB Wealth.

In this session, we be explore the topic of “Estate Planning” through the lens of disability. When we look at estate planning, we are typically looking 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.

For more information go to the Government of Alberta Website.