1. EachPod

Financial Planning for Children with Disabilities

Author
AMI
Published
Sat 20 Apr 2024
Episode Link
http://www.ami.ca

Joeita speaks to financial advisor Ron Malis about estate planning and financial management for a child with a disability.  

Highlights

  • Financial 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 AMI

AMI 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.ca

Connect with Accessible Media Inc. online:

Share to: