Financial Checklist
A disability for you or a close family member such as a child will create new challenges for you and your family. Your lifestyle may be affected and you will want to ensure that challenges can be anticipated and dealt with as efficiently as possible. We can certainly help you in dealing with any financial pressures resulting from the disability. Consider asking the following questions:
• What are the government sources of financial support for those who are disabled?
• Will my individual or group insurance cover me or a disabled child?
• If I have to sell assets to raise money, how should I go about this?
• What sort of services do the provincial or municipal governments provide to the disabled?
• How will a disability affect my tax situation?
• How should I plan for the welfare of my disabled child after I am gone?
• How does a Registered Disability Savings Plan work?
• How does my financial plan change if I become disabled?
Please contact us to find out more!
Barbara Reid's Wealth Management Team
Your personal Wealth Advisor in Hamilton, Ontario
