Financial Planning for Children with Disabilities

20/04/2024 28 min Episodio 188
Financial Planning for Children with Disabilities

Listen "Financial Planning for Children with Disabilities"

Episode Synopsis

Joeita speaks to financial advisor Ron Malis about estate planning and financial management for a child with a disability.  HighlightsFinancial Planning for a Child with a Disability - Opening Remarks (00:00)Introducing Ron Malis, Financial Advisor & Founder of Reegan Financials (01:08)Getting Started Working with People with Disabilities (02:08)When Do Parents Typically Start Planning for their Child’s Future (3:41)Specific Considerations for Parents of a Child with a Disability (06:38)Impacts of Social Assistance Programs and Setting Up a Trust (08:34)                                                                               All About the Henson Trust & Choosing a Trustee (10:55)Impact of Inheritances and other Income on Social Assistance Payments (18:24)Eligibility Requirements for a Henson Trust (20:22)Estate Planning in a Tax Efficient Way (21:17)Benefits of Planning Earlier in Life (24:28)Closing Remarks (26:27)Learn More about Ron Malis & Reegan Financial - https://reeganfinancial.com/about/ 
Check out the Pulse on YouTube!About AMIAMI is a media company that entertains, informs and empowers Canadians with disabilities through three broadcast services — AMI-tv and AMI-audio in English and AMI-télé in French — and streaming platform AMI+. Our vision is to establish AMI as a leader in the offering of accessible content, providing a voice for Canadians with disabilities through authentic storytelling, representation and positive portrayal. To learn more visit AMI.ca and AMItele.ca.Find more great AMI Original Content on AMI+Learn more at AMI.caConnect with Accessible Media Inc. online:X /Twitter @AccessibleMediaInstagram @AccessibleMediaInc / @AMI-audioFacebook at @AccessibleMediaIncTikTok @AccessibleMediaIncEmail [email protected]

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