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/

About The Pulse

On The Pulse, host Joeita Gupta brings us closer to issues impacting the disability community across Canada.

Joeita Gupta has nurtured a life-long dream to work in radio! She's blind, moved to Toronto in 2004 and got her start in radio at CKLN, 88.1 FM in Toronto. A former co-host of AMI-audio's Live from Studio 5, Joeita also works full-time at a nonprofit in Toronto, specializing in housing/tenant rights.

Find Joeita on X / Twitter: https://twitter.com/JoeitaGupta

The Pulse airs weekly on AMI-audio.

For more information, visit https://www.ami.ca/ThePulse/

About AMI

AMI is a not-for-profit media company that entertains, informs and empowers Canadians who are blind or partially sighted. Operating three broadcast services, AMI-tv and AMI-audio in English and AMI-télé in French, AMI’s vision is to establish and support a voice for Canadians with disabilities, representing their interests, concerns and values through inclusion, representation, accessible media, reflection, representation and portrayal.

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