Archive from Blog

What Positive Financial Steps Can I Take During the Covid-19 Uncertainty?    

By Alison Izat With the Covid-19 Pandemic upon us, we’re all experiencing a sudden change to our work and home lives and an increasing level of uncertainty as to what the future looks like. …

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Henson Trusts – A History

By Tim Louis If you are the parent of an adult with a disability and considering a Will, there are some important facts you need to be aware of. In British Columbia, an adult …

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Tips for making a will if you have a loved-one with a disability

This article is a collaboration by Ken M. Kramer, Q.C., TEP, and Plan Institute. Ken is the Founder and Principal of KMK Law and has worked with Plan Institute for a number of years …

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Estate Planning Where Disability is a Factor

By: Halldor K. Bjarnason, Access Law Group As parents, we want the best for our children – it’s an age-old maxim, but it’s also true! It is no more obvious than in estate planning …

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Using a Trust During a Pandemic

by Laurie Geschke; Helpline Advisor & Workshop Facilitator for Plan Institute This article should not be taken as legal advice. This article is only offered for information purposes and may be contradicted by clauses …

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Our Online Resources

We know these are challenging times and everyone is being affected. We are aware that people are just trying to cope with the anxieties and day to day obstacles that our current situation is …

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5 Tools to Help You Plan for a Secure Financial Future

At Plan Institute, one of our main focuses has always been to help people living with disabilities and their families navigate the complex planning and decision-making processes required to secure a strong financial future. …

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British Columbia’s ‘Make a Will Week’

The Provincial Government has named April 7-13 ‘Make a Will Week’, in an effort to show British Columbians that it is, “easier than you think to provide for the people and charities you care …

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5 Things to Think About When Succession Planning

From over 25 years of working with families who have a loved-one with a disability, we have come to realize just how important it is to have a future plan in place. A future plan …

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How to Find a Lawyer who Understands Disability-Related Trusts

Written for Plan Institute by Halldor K. Bjarnason, Access Law Group Finding a lawyer that can help you prepare a proper will with a disability-based discretionary trust can be a challenge, but certainly not …

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