If you’ve ever Googled “Special Needs Trust” and come away more confused than when you started, you’re not alone. The term gets used a lot in the disability planning community,…
Whether you’re planning ahead or responding to an inheritance that’s already been received, this guide will help you take the right steps to secure long-term stability for your loved one….
Whether you’re just beginning to plan or updating an existing estate plan, this guide will help you protect your child with a disability while honoring the needs of your entire…
“You get what you pay for.” We’ve all heard it. And while that phrase might not apply to every area of life, it’s certainly true when it comes to estate…
One of the most common questions we hear from clients is: “Should I tell my kids what’s in my estate plan?” More often than not, the answer is yes. Talking to your…
Medi-Cal, which is California’s Medicaid program, has been in place for almost 60 years; during this time, it has gone through a number of changes. In 2024, some significant changes…
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…
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…
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…
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…
