PLAN Institute

Wills, Trusts, and Estate Planning (BC) Webinar
For those who have a loved one with a disability. Understanding wills, trusts, and estate planning can help secure your financial future or the financial future of a loved one with a disability. This webinar covers topics including considerations when creating a will, tips for protecting your loved ones when family passes, types of trusts, […]

Wills, Trusts, and Estate Planning (BC) Webinar
For those who have a loved one with a disability. Understanding wills, trusts, and estate planning can help secure your financial future or the financial future of a loved one with a disability. This webinar covers topics including considerations when creating a will, tips for protecting your loved ones when family passes, types of trusts, […]

DTC Webinar
The Disability Tax Credit (DTC) is a non-refundable federal tax credit that can help reduce the amount of taxes owed by a person with a disability or someone who supports them. It is also a gateway benefit that gives access to the Canada Disability Benefit and RDSP. About the webinar There are many ways that […]

B.C. “Make a Will Week” Live event: Wills, Trusts, and Tax Consequences
Inspired by the provincial “Make a Will Week” that was started in 2021 in British Columbia, this event will feature a presentation and question-and-answer session with experienced Tax and Trust Lawyer, Mudit Jain, in partnership with Westcoast Wills & Estates. This webinar will include information about legal wills in B.C., risks of online "make-a-will kits", […]

Wills, Trusts, and Estate Planning (BC) Webinar
For those who have a loved one with a disability. Understanding wills, trusts, and estate planning can help secure your financial future or the financial future of a loved one with a disability. This webinar covers topics including considerations when creating a will, tips for protecting your loved ones when family passes, types of trusts, […]

Wills, Trusts, and Estate Planning (BC) Webinar
For those who have a loved one with a disability. Understanding wills, trusts, and estate planning can help secure your financial future or the financial future of a loved one with a disability. This webinar covers topics including considerations when creating a will, tips for protecting your loved ones when family passes, types of trusts, […]

DTC Webinar
The Disability Tax Credit (DTC) is a non-refundable federal tax credit that can help reduce the amount of taxes owed by a person with a disability or someone who supports them. It is also a gateway benefit that gives access to the Canada Disability Benefit and RDSP. About the webinar There are many ways that […]

Wills, Trusts, and Estate Planning (BC) Webinar
For those who have a loved one with a disability. Understanding wills, trusts, and estate planning can help secure your financial future or the financial future of a loved one with a disability. This webinar covers topics including considerations when creating a will, tips for protecting your loved ones when family passes, types of trusts, […]