Understanding the Gift Tax Limit
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…
-
-
Income Limits for Medi-Cal Benefits, SSDI, and Section 8 in California 2023
Government assistance programs like Medi-Cal, Social Security Disability Insurance (SSDI), and Section 8 housing are essential safety nets for individuals with disabilities or low incomes. Yet navigating the income limits…
-
Estate Planning Considerations for Mental Health Challenges
Estate planning is not just a legal formality; it’s a way to ensure that your family is well taken care of after you’re gone. When mental health challenges are part…
-
Supplemental Security Income SSI 101 Guide
You may have a disabled child who’s turning 18. And you’ve heard from others, maybe other parents, your child might qualify for a benefit called Supplemental Security Income, or “SSI.”…
-
What Is a Special Needs Trust? [A Complete Guide]
What is a special needs trust? Who is eligible for one? What are the different types of special needs trusts? Who can help you create one? In this guide, I…
-
Special Needs Trust Restrictions – What You Need to Know
A lot of clients asked me, “What can I use a special needs trust for? What distributions are OK? And which ones are prohibited?” In this post, we’re going to…
-
What is a Limited Conservatorship?
So your child with developmental disabilities is turning 18. And someone told you to explore limited conservatorships You’re wondering what is a limited conservatorship and if you really need one….
-
How Do Special Needs Trusts Work?
How Do Special Needs Trusts Work? When set up correctly, a special needs trust provides financial support for your disabled child. They don’t have to sacrifice much-needed benefits. Here’s how….
