Estate Planning for Children Not Yet Launched: A Parent’s Guide As parents, we cherish our children’s milestones, from their first steps to the moment they’re ready to step out into the world on their own. However, for some of us, this [...]
Have you noticed a shift towards encouraging individuals with disabilities to make better decisions independently? This approach, known as supported decision-making, is gaining attention and transforming support systems for those with disabilities. In this blog post, I take a closer look [...]
When creating a special needs trust, one of the most important decisions is choosing who will manage the trust after you’re gone. This person is called the successor trustee. Selecting the right successor trustee is crucial to ensure your child with [...]
Are you facing the challenging task of estate planning for a family that includes both neurotypical children and children with special needs? Understanding how to navigate the difficult special needs estate planning landscape effectively is crucial. Estate planning is a critical [...]
If you’re someone who updated their trust five or ten years ago, you might be wondering if it’s time for a refresh. Are there new legal changes that affect your trust? Or perhaps changes in your family circumstances that necessitate you [...]
Navigating Special Needs Estate Planning: A Guide for Families As parents or guardians of children with special needs, it's natural to have concerns about our child’s long-term wellbeing, especially if they're facing challenges due to conditions like autism or mental health [...]
Medi-Cal Income Limits and Eligibility in 2023: A Year in Review As we approach the end of 2023, it's the perfect time to reflect on the significant shifts that unfolded in the Medi-Cal landscape this year. With each passing month, we [...]
Right of Occupancy vs Life Estate in California Estate Planning Living in the vibrant Bay Area is a dream for many of us. It’s stirring with energy, charm, great weather, and endless opportunities. However, amidst its loveliness, the escalating cost of [...]
Navigating Estate Planning for Blended Families: Essential Tips to Consider Families come in all forms—nuclear, extended, and yes, blended. For those who have a “bonus” sibling or parent due to remarriage, the experience is both enriching and complicated. If you’re one [...]
How to Make Gifts to Disabled Individuals in 2023: Thank You for the Gift, Rich Auntie! Ah, the classic rich Auntie—she’s got a heart of gold and a wallet to match. She’s the family legend, the one who makes holidays brighter [...]