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Podcast: The Pulse
Episode: Financial Planning for Children with Disabilities
Description: 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 Efficie...