What You’ll Find in This Post: Special Needs Trusts and Inheritance - How to Handle Unexpected WindfallsReceiving an inheritance can be a financial blessing, but for individuals with disabilities who rely on SSI or Medi-Cal, even a small [...]
If you're a parent and a homeowner in California, Proposition 19, which is now law as of February 2021, will likely affect you. Since Proposition 19 went into effect, I've been hearing from parents trying to navigate new rules and protect [...]
http://www.youtube.com/watch?v=wyxN2Zozolw 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 will talk about the special needs trust (SNT) and [...]
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 be talking about special needs trust restrictions, including what you can [...]
How can you protect your child’s inheritance? One really powerful tool is using a dynasty trust. In this article, I’m going to explain all about dynasty trusts: Why they're not just for the super-wealthy anymore How they protect your children's inheritance [...]
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.