Short 10-15 minute conversations about wealth management with the BULLWEALTH team, from how they advise on investments, to what makes them tick, and the principles they live by.
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Short 10-15 minute conversations about wealth management with the BULLWEALTH team, from how they advise on investments, to what makes them tick, and the principles they live by.
What you need to know in planning for Disabled Family Members
Insights Into Wealth
14 minutes 40 seconds
4 months ago
What you need to know in planning for Disabled Family Members
Today, Randy Gunn BULLWEALTH’s VP & Portfolio Managers sits down with Nimali Gamage, Managing Partner at the law firm Goddard Gamage LLP to discuss the key issues that parents with disabled children should consider when building out their estate plan. Most parents want to protect and support their children while also enhancing their autonomy and independence. When the child is an adult disabled child, the legal issues around balancing protection and autonomy are numerous and complex. This podcast touches on some of the issues that arise regarding legal issues for disabled adults, such as estate planning tools, Henson trusts, guardianship, powers of attorney, ODSP issues, and the use of a RDSP account.
Insights Into Wealth
Short 10-15 minute conversations about wealth management with the BULLWEALTH team, from how they advise on investments, to what makes them tick, and the principles they live by.
