On behalf of The Elder and Disability Law Firm, APC posted in trusts & trust administration on Friday, November 2, 2018. Parents in California may have an interest in establishing a legacy for themselves long after they depart this world. One way to do that is to ensure that their children have the money needed for a quality education. This goal may be accomplished by using a trust or by investing in a 529 plan. Before creating a trust, it is important for a parent to know what his...
On behalf of The Elder and Disability Law Firm, APC posted in social security disability on Friday, November 2, 2018. California residents who are seeking disability benefits from the Social Security Administration are not required to have medical records on hand to file or qualify for disability. However, to make a determination about an applicant's benefits, disability examiners will need to have medical history treatment notes. For those who don't have the financial resources to...
On behalf of The Elder and Disability Law Firm, APC on Wednesday, October 24, 2018. "Wealth is the ability to fully experience life," according to transcendentalist Henry David Thoreau. While that may certainly be true, most will agree that one can experience more of life if they have the assets and resources to do so.If you are concerned with not just your own estate planning but about preserving generational wealth, the time to begin is immediately. Without the right stewardship,...
On behalf of The Elder and Disability Law Firm, APC posted in veterans' benefits on Wednesday, October 24, 2018. Veterans in California who were other-than-honorably discharged usually do not qualify for VA benefits. These veterans often need help for trauma related to their service, and suicide and substance abuse is common in this group. The VA has started a new program to allow these veterans to come to the VA for mental health care.The VA reports that 115 veterans have used the...
On behalf of The Elder and Disability Law Firm, APC posted in trusts & trust administration on Monday, October 22, 2018. For many California families, trusts are an important tool to transfer wealth from one generation to another. They can be used to minimize the impact of probate, keep wealth transfers out of public view and even provide tax savings. However, it can be important for people with trusts to review them regularly to make sure that their documents and plans meet their ...
On behalf of The Elder and Disability Law Firm, APC posted in trusts & trust administration on Friday, October 19, 2018. Even though philanthropy is frequently used as part of a tax-saving strategy, people in California can also benefit from the charitable giving in ways that are related to starting and maintaining a legacy, enjoying personal fulfillment and forming a connection with future generations. There are certain steps individuals should take to make sure that the philanthr...
On behalf of The Elder and Disability Law Firm, APC posted in veterans' benefits on Tuesday, October 16, 2018. Veterans in California and across the country may be relieved to learn that their military retirement and disability benefits will see a 2.8 increase in December 2018. The cost-of-living increase is the largest boost veterans have seen to their pay in the past six years. The adjustment was announced by federal Social Security Administration officials in October 2018. This ...
On behalf of The Elder and Disability Law Firm, APC posted in social security disability on Friday, October 12, 2018. Many people in California rely on Social Security disability payments to cover their monthly expenses. It is common for applicants to receive a denial letter after their initial application. In fact, the majority of claims are denied at the initial application level.After receiving a denial letter, one of the most important things for Social Security disability appl...
On behalf of The Elder and Disability Law Firm, APC posted in veterans' benefits on Monday, October 8, 2018. Veterans who are injured or otherwise disabled because of their time in the military may receive benefits to help pay for their care. Money might also be available to provide for the spouses, parents and children of those who were killed while in the military or while training to be in the military. Any benefits that a member of the military or their family member receives a...
On behalf of The Elder and Disability Law Firm, APC posted in social security disability on Friday, October 5, 2018. Social Security disability applicants typically wait until they are no longer capable of working before they seek benefits. However, this is irrelevant in the ultimate determination of whether they are deemed disabled by the Social Security Administration. For initial applications, a sequential process is conducted by a California or other local claims examiner as la...
