On behalf of The Elder and Disability Law Firm, APC posted in social security disability on Thursday, July 5, 2018. People applying for Social Security Disability benefits in California may be concerned about the role of expert witnesses in their cases, especially when an expert is providing testimony about an individual's abilities to work. This can be problematic when the experts in question have had little direct involvement or observation of the applicant's life and work experi...
On behalf of The Elder and Disability Law Firm, APC on Tuesday, July 3, 2018. You have spent your entire working life building up the value of your estate. The more assets you've acquired, the more diverse your possessions may be. In addition to equity in your home, you may have investment accounts and other valuable possessions.If you have taken the time to create an estate plan, that probably means you have dependents or heirs to whom you would like to leave your belongings. Howe...
On behalf of The Elder and Disability Law Firm, APC on Monday, July 2, 2018. In 2006, the Pension Protection Act was created. The goal was to provide economic security and set minimum funding standards and funding rules for employers using pension plans with their employees. This act, which was signed into law by former President George W. Bush, required companies that underfunded pension plans to pay higher premiums. Those premiums were sent to the Pension Benefit Guaranty Corpora...
On behalf of The Elder and Disability Law Firm, APC posted in trusts & trust administration on Friday, June 29, 2018. California residents can include various types of trusts in their estate plan to ensure that their assets are managed and distributed in accordance with their preferences. One type of trust, a charitable remainder trust, can be used as of source of income for the donor while the remaining assets are donated to the donor's favorite charities. This irrevocable trust p...
On behalf of The Elder and Disability Law Firm, APC posted in social security disability on Thursday, June 28, 2018. California residents who have applied for Social Security Disability may be concerned about leaving the search for their medical records in the hands of a disability examiner. It can be unclear to many applicants what could happen if the examiner is unable to locate all of the necessary records pertaining to their cases. The answer can vary depending on the circumsta...
On behalf of The Elder and Disability Law Firm, APC posted in trusts & trust administration on Friday, June 22, 2018. California residents and others who are thinking about creating an estate plan are encouraged to do so with professional help. Ideally, an individual will have an estate planner as well as an accountant or financial adviser as part of a larger team. It may also make sense to consult with an attorney as part of the process of creating a plan to transfer assets to fut...
On behalf of The Elder and Disability Law Firm, APC posted in social security disability on Thursday, June 21, 2018. People living with disabilities in California often struggle to hold a job. In many cases, they opt to apply for Social Security Disability benefits. These benefits provide a monthly cash income to those who are completely disabled and who have made sufficient contributions to Social Security during their working years.In many cases, an initial disability application...
On behalf of The Elder and Disability Law Firm, APC posted in social security disability on Friday, June 15, 2018. Permanently disabled individuals in California and other states may want a better understanding of the role that their medical records might play in determining their eligibility for Social Security Disability benefits. Claimants may be surprised to learn that it is possible to file for Social Security Disability Insurance or Supplemental Security Income without submit...
On behalf of The Elder and Disability Law Firm, APC posted in trusts & trust administration on Thursday, June 14, 2018. California residents can use trusts as a part of their estate plan to ensure that certain assets are managed according to their preferences. The person they select to oversee the trust should be aware of exactly what the role entails.When it comes to distribution, trusts make a distinction between principal and income. Many trusts, particular those that were estab...
On behalf of The Elder and Disability Law Firm, APC posted in trusts & trust administration on Friday, June 8, 2018. We at The Elder and Disability Law Firm, APC, strive to deliver personalized trust planning assistance for individuals in Redlands, California. We are proud to offer our knowledge and guidance to assist with the trust & trust administration of a revocable trust, testamentary trust, living trust, charitable trust, or express trust. We recognize how complex the trust a...
