Other Planning Considerations

Here are some additional factors to take into consideration during your special needs planning journey.

Other Areas to Consider When Planning

We may not be the experts in all areas, but we know the questions to ask and can help point you in the right direction!

  • RESP or RDSP?
  • Should my adult child have a Will and Powers of Attorney?
  • When might legal guardianship be needed?
  • How to equalize between all our children?
  • Concerns around housing
  • Are their possible Defined Benefit pensions that may continue to your disabled child?
  • What is an Annuity Settlement Option and would it help us?