On behalf of The Elder and Disability Law Firm, APC posted in trusts & trust administration on Tuesday, April 17, 2018. California parents who have children with special needs face unique challenges in trying to raise their kids. In some cases, the parent of a special needs child must face the prospect of a son or daughter who needs care for the rest of his or her life. Therefore, it is a good idea to create an estate plan that designates a guardian in the event that a parent is un...
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How to get through probate
On behalf of The Elder and Disability Law Firm, APC posted in estate administration & probate on Friday, April 13, 2018. California requires that certain property go through the probate process. This process ensures that any will a person has is valid and that a personal representative for the estate is appointed. If an individual did not have a will, he or she is said to have died intestate. The same is true if the document is declared invalid because of an error or because of a s...
Representation important to success at disability hearings
On behalf of The Elder and Disability Law Firm, APC posted in social security disability on Wednesday, April 11, 2018. Many Social Security disability applicants in California face denials after applying for benefits, especially at the initial and reconsideration appeal stages. The next step in seeking to challenge that wrongful denial is a hearing that's presided over by an administrative law judge. Unfortunately, this process can take a significant amount of time. Some estimate t...
Medication not necessary for a disability claim
On behalf of The Elder and Disability Law Firm, APC posted in social security disability on Friday, April 6, 2018. Many people in California may wonder if they must be taking prescribed medication in order to receive social security disability (SSD) or SSI benefits. However, the Social Security Administration does not define a disability by the types of medication a claimant takes or whether he or she takes any medication at all. Pharmaceutical prescriptions are not a requirement t...
Making changes to trusts
On behalf of The Elder and Disability Law Firm, APC posted in trusts & trust administration on Thursday, April 5, 2018. Californians who have existing trusts may have changes in their lives that make them want to amend the documents. It is important for people who want to amend their trusts to do so correctly.Some types of trusts cannot be amended. However, living trusts can be modified or even revoked. People who just need to make a few changes can include them on amendment forms ...
How Social Security determines if someone is disabled
On behalf of The Elder and Disability Law Firm, APC posted in social security disability on Saturday, March 31, 2018. When California workers are disabled and can no longer work, they may be entitled to Social Security Disability benefits. To qualify, someone must have enough work credits, which are earned during the years he or she worked. But the other important qualification is that the Social Security Administration must decide that the worker's disability makes him or her unab...
Things to think about when buying long-term care insurance
On behalf of The Elder and Disability Law Firm, APC posted in blog on Friday, March 30, 2018. -Are you interested in buying long-term care insurance? Do you have some concerns about your ability to make the right purchase? Has this held you back from taking action?There are many things to think about when buying long-term care insurance, so you don't want to get too far ahead of yourself. One of the biggest mistakes you can make is assuming that every policy and company offers the ...
Tax laws could impact charitable giving choices
On behalf of The Elder and Disability Law Firm, APC posted in trusts & trust administration on Thursday, March 29, 2018. The changes to estate tax law that took place as part of the Tax Cuts and Jobs Act of 2017 have sparked discussion in California and across the country regarding their potential impact on charitable giving as part of estate planning. Over the years, bequests to charities included in a will have been exempt from federal estate taxes, making them particularly appea...
Estate planning in your 50s: Things to think about
On behalf of The Elder and Disability Law Firm, APC posted in blog on Wednesday, March 28, 2018. As you age, it goes without saying that your financial goals will change. For example, once you reach your 50s, you'll probably begin to think about retirement.While retirement can be one of the best times of your life, remember this: You'll likely want to have a solid state plan in place. You want to make sure you have a plan that protects both you and your family (now and in the futur...
Reviewing an estate plan
On behalf of The Elder and Disability Law Firm, APC posted in trusts & trust administration on Friday, March 23, 2018. Many California residents realize the importance of having an estate plan. What they may not understand, however, is that estate planning isn't a one-time event. Unfortunately, even a carefully crafted estate plan can eventually become useless if the planner does not make necessary revisions after circumstances change. In many cases, people tailor their estate plan...