The Halal Estate: Protecting Loved Ones with Disability
As-salamu Alaykum,
Estate planning goes beyond simply passing on wealth. It is a responsibility. It ensures your wishes are respected, your family is supported, and your legacy continues in a way that reflects both your values and legal requirements.
For families with dependents, especially those with disabilities, thoughtful planning is essential. Without the proper structure, an inheritance can create unintended challenges such as loss of government benefits, added tax burdens, or financial strain.
Join our upcoming webinar, in collaboration with MUHSEN, where we explore how to build an estate plan in Canada that aligns with Islamic principles while addressing real financial considerations.
WHAT YOU’LL LEARN
The role of estate planning in Islam
How to properly set up an Islamic Will in Canada
Using Henson Trusts to safeguard vulnerable beneficiaries
Understanding Qualifying Disability Trusts (QDTs)
How Lifetime Benefit Trusts (LBTs) can support long-term care
Important factors to consider when planning your estate
Strategies for supporting dependents with disabilities
How to incorporate RDSPs into your overall plan
Resources:
To ensure that you have the best experience possible, please download the following files prior to the webinar:
Important Disclaimer
The documents, tools, links, and resources referenced in this email are provided for general educational and informational purposes only. They are not legal advice and are not a substitute for advice from a qualified lawyer. These estate planning documents and solutions may not be suitable for every family, financial, or personal situation. By using any of the referenced resources, you acknowledge and accept full responsibility for reviewing, validating, and finalizing your documents. It is strongly recommended that you seek independent legal advice before executing any will or estate planning documents. Any legal firms or directories referenced are provided for informational purposes only, and you are encouraged to conduct your own due diligence before engaging their services.
IG Private Wealth Management
This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Hash Assad is solely responsible for its content. For more information on this topic or any other financial matter, please contact Hash. Views of guest speakers may not be shared by IG Wealth Management. Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Canada Life Assurance Company.