Description

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/

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